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 | $5,392 | $117,381-95.4% | $99,443-94.6% | $152,861-96.5% |
| Participation rate | 76.9% | 77.5%-0.6pp | 73.8%+3.1pp | 82.4%-5.5pp |
| Annual return | 32.14% | 31.87%+0.3pp | 30.72%+1.4pp | 345.32%-313.2pp |
| Employer contribution / active EE | $842 | $3,013-72.1% | $2,540-66.9% | $4,762-82.3% |
| Participant deferral / active EE | $1,971 | $4,086-51.8% | $3,619-45.5% | $5,850-66.3% |
| Admin fee / account holder | $34 | $7,631-99.6% | $6,250-99.5% | $11,596-99.7% |