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 | $9,504 | $46,732-79.7% | $156,549-93.9% | $55,167-82.8% |
| Participation rate | 81.7% | 65.8%+15.9pp | 84.0%-2.3pp | 69.0%+12.7pp |
| Annual return | 13.71% | 17.72%-4.0pp | 32.23%-18.5pp | 169.23%-155.5pp |
| Employer contribution / active EE | $1,690 | $2,105-19.7% | $5,501-69.3% | $1,963-13.9% |
| Participant deferral / active EE | $3,175 | $2,204+44.1% | $4,871-34.8% | $3,054+4.0% |
| Admin fee / account holder | $76 | $418-81.8% | $13,027-99.4% | $504-84.9% |