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 | $4,044 | $99,341-95.9% | $84,750-95.2% | $273,961-98.5% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 39.61% | 22.93%+16.7pp | 22.78%+16.8pp | 41.45%-1.8pp |
| Employer contribution / active EE | $1,029 | $4,214-75.6% | $3,574-71.2% | $4,869-78.9% |
| Participant deferral / active EE | $2,390 | $4,269-44.0% | $3,712-35.6% | $5,287-54.8% |
| Admin fee / account holder | $209 | $6,644-96.9% | $5,332-96.1% | $10,132-97.9% |