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 | $8,235 | $77,314-89.3% | $177,989-95.4% | $80,856-89.8% |
| Participation rate | 95.9% | 65.7%+30.2pp | 77.1%+18.9pp | 67.6%+28.3pp |
| Annual return | 15.22% | 18.09%-2.9pp | 294.48%-279.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $644 | $2,292-71.9% | $3,949-83.7% | $2,755-76.6% |
| Participant deferral / active EE | $1,551 | $4,411-64.8% | $6,276-75.3% | $4,296-63.9% |
| Admin fee / account holder | $294 | $7,191-95.9% | $10,363-97.2% | $6,918-95.7% |