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 | $9,190 | $60,124-84.7% | $90,404-89.8% | $79,858-88.5% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 13.35% | 71.94%-58.6pp | 1293.02%-1279.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $469 | $2,068-77.3% | $3,262-85.6% | $2,471-81.0% |
| Participant deferral / active EE | $998 | $2,938-66.0% | $3,963-74.8% | $3,740-73.3% |
| Admin fee / account holder | $13 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |