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 | $5,151 | $131,829-96.1% | $108,579-95.3% | $273,961-98.1% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 24.23% | -91.57%+115.8pp | -51.70%+75.9pp | 41.45%-17.2pp |
| Employer contribution / active EE | $1,783 | $4,912-63.7% | $3,758-52.6% | $4,869-63.4% |
| Participant deferral / active EE | $2,495 | $5,127-51.3% | $4,311-42.1% | $5,287-52.8% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |