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 | $5,425 | $113,339-95.2% | $94,993-94.3% | $147,584-96.3% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 24.55% | 20.77%+3.8pp | 27.12%-2.6pp | 578.55%-554.0pp |
| Employer contribution / active EE | $898 | $3,160-71.6% | $2,603-65.5% | $4,876-81.6% |
| Participant deferral / active EE | $933 | $3,777-75.3% | $3,317-71.9% | $5,439-82.8% |
| Admin fee / account holder | $115 | $6,063-98.1% | $4,960-97.7% | $10,885-98.9% |