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 | $16,361 | $83,477-80.4% | $125,175-86.9% | $72,985-77.6% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 23.49% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,670 | $2,345-28.8% | $3,865-56.8% | $2,440-31.6% |
| Participant deferral / active EE | $2,989 | $3,585-16.6% | $4,937-39.4% | $3,607-17.1% |
| Admin fee / account holder | $282 | $5,517-94.9% | $9,702-97.1% | $5,124-94.5% |