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 | $3,675 | $48,076-92.4% | $78,689-95.3% | $62,891-94.2% |
| Participation rate | 82.8% | 65.2%+17.6pp | 73.6%+9.2pp | 69.3%+13.5pp |
| Annual return | 11.66% | 31.35%-19.7pp | 62.18%-50.5pp | 20.14%-8.5pp |
| Employer contribution / active EE | $295 | $2,015-85.4% | $2,851-89.7% | $2,281-87.1% |
| Participant deferral / active EE | $1,422 | $2,588-45.0% | $3,517-59.6% | $3,203-55.6% |
| Admin fee / account holder | $178 | $3,207-94.5% | $4,510-96.1% | $4,296-95.9% |