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 | $6,055 | $35,183-82.8% | $73,545-91.8% | $70,131-91.4% |
| Participation rate | 88.2% | 42.9%+45.3pp | 54.9%+33.3pp | 69.5%+18.7pp |
| Annual return | 13.34% | 26.90%-13.6pp | -15.16%+28.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $457 | $709-35.5% | $1,219-62.5% | $2,342-80.5% |
| Participant deferral / active EE | $818 | $1,220-33.0% | $1,806-54.7% | $3,332-75.5% |
| Admin fee / account holder | $99 | $2,302-95.7% | $2,320-95.7% | $4,645-97.9% |