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 | $3,268 | $56,054-94.2% | $171,082-98.1% | $62,891-94.8% |
| Participation rate | 82.8% | 62.9%+19.9pp | 76.7%+6.1pp | 69.3%+13.5pp |
| Annual return | 25.95% | 22.52%+3.4pp | 32.56%-6.6pp | 20.14%+5.8pp |
| Employer contribution / active EE | $409 | $1,731-76.4% | $4,002-89.8% | $2,281-82.1% |
| Participant deferral / active EE | $1,308 | $3,158-58.6% | $4,797-72.7% | $3,203-59.2% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |