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 | $6,114 | $99,341-93.8% | $84,750-92.8% | $273,961-97.8% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 8.44% | 22.93%-14.5pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,663 | $4,214-60.5% | $3,574-53.5% | $4,869-65.8% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36 | $6,644-99.5% | $5,332-99.3% | $10,132-99.6% |