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 | $6,382 | $101,069-93.7% | $81,478-92.2% | $147,584-95.7% |
| Participation rate | 77.3% | 74.5%+2.8pp | 68.0%+9.3pp | 82.8%-5.6pp |
| Annual return | 12.90% | 32.40%-19.5pp | 38.78%-25.9pp | 578.55%-565.7pp |
| Employer contribution / active EE | $977 | $3,205-69.5% | $2,568-61.9% | $4,876-80.0% |
| Participant deferral / active EE | $1,393 | $4,242-67.2% | $3,537-60.6% | $5,439-74.4% |
| Admin fee / account holder | $245 | $5,812-95.8% | $4,561-94.6% | $10,885-97.8% |