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 | $18,960 | $165,912-88.6% | $122,332-84.5% | $147,584-87.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.71% | 34.55%-22.8pp | 30.27%-18.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,186 | $5,754-79.4% | $4,050-70.7% | $4,876-75.7% |
| Participant deferral / active EE | $467 | $4,005-88.3% | $3,287-85.8% | $5,439-91.4% |
| Admin fee / account holder | $222 | $7,424-97.0% | $5,478-95.9% | $10,885-98.0% |