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 | $3,411 | $69,977-95.1% | $108,579-96.9% | $62,891-94.6% |
| Participation rate | 72.5% | 72.9%-0.4pp | 79.6%-7.1pp | 69.3%+3.2pp |
| Annual return | 10.84% | 10.73%+0.1pp | -51.70%+62.5pp | 20.14%-9.3pp |
| Employer contribution / active EE | $664 | $2,135-68.9% | $3,758-82.3% | $2,281-70.9% |
| Participant deferral / active EE | $1,624 | $3,165-48.7% | $4,311-62.3% | $3,203-49.3% |
| Admin fee / account holder | $118 | $5,076-97.7% | $7,645-98.5% | $4,296-97.3% |