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 | $5,989 | $63,346-90.5% | $92,233-93.5% | $70,131-91.5% |
| Participation rate | 90.3% | 68.7%+21.6pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 18.38% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $631 | $2,471-74.5% | $3,679-82.9% | $2,342-73.1% |
| Participant deferral / active EE | $2,044 | $2,854-28.4% | $3,897-47.5% | $3,332-38.6% |
| Admin fee / account holder | $194 | $3,840-94.9% | $5,194-96.3% | $4,645-95.8% |