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 | $4,400 | $90,503-95.1% | $78,689-94.4% | $273,961-98.4% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 8.19% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,180 | $3,176-62.8% | $2,851-58.6% | $4,869-75.8% |
| Participant deferral / active EE | $1,963 | $3,901-49.7% | $3,517-44.2% | $5,287-62.9% |
| Admin fee / account holder | $146 | $5,263-97.2% | $4,510-96.8% | $10,132-98.6% |