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 | $9,311 | $84,233-88.9% | $170,442-94.5% | $70,131-86.7% |
| Participation rate | 87.1% | 70.8%+16.3pp | 83.6%+3.5pp | 69.5%+17.6pp |
| Annual return | 33.33% | 23.06%+10.3pp | 205.93%-172.6pp | 73.14%-39.8pp |
| Employer contribution / active EE | $1,036 | $3,387-69.4% | $5,433-80.9% | $2,342-55.8% |
| Participant deferral / active EE | $1,159 | $3,086-62.4% | $4,939-76.5% | $3,332-65.2% |
| Admin fee / account holder | $203 | $5,698-96.4% | $13,880-98.5% | $4,645-95.6% |