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 | $4,284 | $95,416-95.5% | $185,823-97.7% | $85,850-95.0% |
| Participation rate | 82.4% | 68.8%+13.6pp | 81.7%+0.7pp | 69.3%+13.0pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $738 | $3,314-77.7% | $5,167-85.7% | $2,565-71.2% |
| Participant deferral / active EE | $1,050 | $3,423-69.3% | $5,568-81.1% | $3,952-73.4% |
| Admin fee / account holder | $231 | $7,213-96.8% | $16,237-98.6% | $6,260-96.3% |