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 | $13,552 | $93,346-85.5% | $71,796-81.1% | $273,961-95.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 15.09% | 130.39%-115.3pp | 78.04%-63.0pp | 41.45%-26.4pp |
| Employer contribution / active EE | $531 | $2,733-80.6% | $1,924-72.4% | $4,869-89.1% |
| Participant deferral / active EE | $3,122 | $3,475-10.2% | $2,794+11.7% | $5,287-41.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |