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 | $2,894 | $96,557-97.0% | $80,975-96.4% | $273,961-98.9% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 45.93% | 15.14%+30.8pp | 17.10%+28.8pp | 41.45%+4.5pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,935 | $6,598-70.7% | $5,696-66.0% | $5,287-63.4% |
| Admin fee / account holder | $124 | $7,492-98.3% | $5,516-97.7% | $10,132-98.8% |