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 | $12,868 | $54,541-76.4% | $78,778-83.7% | $70,131-81.7% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 14.11% | 21.07%-7.0pp | 35.62%-21.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $514 | $1,089-52.8% | $1,986-74.1% | $2,342-78.0% |
| Participant deferral / active EE | $1,027 | $2,210-53.5% | $2,958-65.3% | $3,332-69.2% |
| Admin fee / account holder | $106 | $3,709-97.1% | $5,134-97.9% | $4,645-97.7% |