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 | $4,323 | $77,634-94.4% | $156,549-97.2% | $62,891-93.1% |
| Participation rate | 95.5% | 71.2%+24.3pp | 84.0%+11.4pp | 69.3%+26.1pp |
| Annual return | 5.87% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $737 | $3,444-78.6% | $5,501-86.6% | $2,281-67.7% |
| Participant deferral / active EE | $867 | $3,045-71.5% | $4,871-82.2% | $3,203-72.9% |
| Admin fee / account holder | $172 | $5,561-96.9% | $13,027-98.7% | $4,296-96.0% |