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 | $4,978 | $113,339-95.6% | $94,993-94.8% | $147,584-96.6% |
| Participation rate | 82.4% | 78.0%+4.4pp | 73.9%+8.5pp | 82.8%-0.5pp |
| Annual return | 20.26% | 20.77%-0.5pp | 27.12%-6.9pp | 578.55%-558.3pp |
| Employer contribution / active EE | $175 | $3,160-94.5% | $2,603-93.3% | $4,876-96.4% |
| Participant deferral / active EE | $499 | $3,777-86.8% | $3,317-85.0% | $5,439-90.8% |
| Admin fee / account holder | $34 | $6,063-99.4% | $4,960-99.3% | $10,885-99.7% |