See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,064 | $85,766-76.6% | $136,294-85.3% | $70,131-71.4% |
| Participation rate | 90.5% | 74.2%+16.3pp | 81.9%+8.6pp | 69.5%+20.9pp |
| Annual return | 22.87% | 31.45%-8.6pp | 5155.94%-5133.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,859 | $2,966-37.3% | $4,695-60.4% | $2,342-20.7% |
| Participant deferral / active EE | $2,755 | $5,051-45.5% | $6,247-55.9% | $3,332-17.3% |
| Admin fee / account holder | $123 | $5,420-97.7% | $9,243-98.7% | $4,645-97.4% |