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 | $5,753 | $62,672-90.8% | $185,117-96.9% | $70,131-91.8% |
| Participation rate | 96.6% | 63.8%+32.8pp | 77.3%+19.3pp | 69.5%+27.0pp |
| Annual return | 31.19% | 40.79%-9.6pp | 40.50%-9.3pp | 73.14%-42.0pp |
| Employer contribution / active EE | $1,181 | $1,753-32.6% | $4,182-71.8% | $2,342-49.6% |
| Participant deferral / active EE | $2,525 | $3,272-22.8% | $5,045-49.9% | $3,332-24.2% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |