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 | $7,002 | $113,339-93.8% | $94,993-92.6% | $147,584-95.3% |
| Participation rate | 87.0% | 78.0%+9.0pp | 73.9%+13.1pp | 82.8%+4.1pp |
| Annual return | 35.99% | 20.77%+15.2pp | 27.12%+8.9pp | 578.55%-542.6pp |
| Employer contribution / active EE | $705 | $3,160-77.7% | $2,603-72.9% | $4,876-85.5% |
| Participant deferral / active EE | $3,094 | $3,777-18.1% | $3,317-6.7% | $5,439-43.1% |
| Admin fee / account holder | $72 | $6,063-98.8% | $4,960-98.6% | $10,885-99.3% |