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 | $12,360 | $93,346-86.8% | $71,796-82.8% | $273,961-95.5% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 87.79% | 130.39%-42.6pp | 78.04%+9.8pp | 41.45%+46.3pp |
| Employer contribution / active EE | $1,742 | $2,733-36.3% | $1,924-9.5% | $4,869-64.2% |
| Participant deferral / active EE | $3,600 | $3,475+3.6% | $2,794+28.8% | $5,287-31.9% |
| Admin fee / account holder | $148 | $6,571-97.8% | $4,815-96.9% | $10,132-98.5% |