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 | $2,732 | $90,503-97.0% | $78,689-96.5% | $273,961-99.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 10.01% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $27 | $3,176-99.2% | $2,851-99.1% | $4,869-99.4% |
| Participant deferral / active EE | $884 | $3,901-77.3% | $3,517-74.9% | $5,287-83.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |