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 | $8,740 | $46,869-81.4% | $122,332-92.9% | $70,131-87.5% |
| Participation rate | 82.2% | 58.2%+24.0pp | 71.6%+10.6pp | 69.5%+12.7pp |
| Annual return | 21.49% | 24.22%-2.7pp | 30.27%-8.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $433 | $1,288-66.3% | $4,050-89.3% | $2,342-81.5% |
| Participant deferral / active EE | $2,669 | $2,166+23.2% | $3,287-18.8% | $3,332-19.9% |
| Admin fee / account holder | $248 | $3,322-92.6% | $5,478-95.5% | $4,645-94.7% |