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 | $8,914 | $135,952-93.4% | $123,892-92.8% | $273,961-96.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 98.57% | 56.63%+41.9pp | 47.52%+51.1pp | 41.45%+57.1pp |
| Employer contribution / active EE | $1,459 | $5,170-71.8% | $4,617-68.4% | $4,869-70.0% |
| Participant deferral / active EE | $4,697 | $6,343-26.0% | $5,984-21.5% | $5,287-11.2% |
| Admin fee / account holder | $166 | $9,817-98.3% | $8,357-98.0% | $10,132-98.4% |