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 | $10,961 | $56,054-80.4% | $171,082-93.6% | $62,891-82.6% |
| Participation rate | 96.9% | 62.9%+34.0pp | 76.7%+20.2pp | 69.3%+27.6pp |
| Annual return | 12.84% | 22.52%-9.7pp | 32.56%-19.7pp | 20.14%-7.3pp |
| Employer contribution / active EE | $773 | $1,731-55.4% | $4,002-80.7% | $2,281-66.1% |
| Participant deferral / active EE | $4,056 | $3,158+28.4% | $4,797-15.5% | $3,203+26.6% |
| Admin fee / account holder | $167 | $3,647-95.4% | $8,520-98.0% | $4,296-96.1% |