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 | $5,185 | $62,672-91.7% | $185,117-97.2% | $70,131-92.6% |
| Participation rate | 82.4% | 63.8%+18.6pp | 77.3%+5.1pp | 69.5%+12.8pp |
| Annual return | 16.58% | 40.79%-24.2pp | 40.50%-23.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $409 | $1,753-76.7% | $4,182-90.2% | $2,342-82.5% |
| Participant deferral / active EE | $1,262 | $3,272-61.4% | $5,045-75.0% | $3,332-62.1% |
| Admin fee / account holder | $60 | $3,932-98.5% | $8,159-99.3% | $4,645-98.7% |