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 | $7,443 | $58,828-87.3% | $77,999-90.5% | $62,891-88.2% |
| Participation rate | 73.3% | 71.1%+2.3pp | 75.5%-2.2pp | 69.3%+4.0pp |
| Annual return | 84.62% | 17.16%+67.5pp | 425.96%-341.3pp | 20.14%+64.5pp |
| Employer contribution / active EE | $1,191 | $1,672-28.7% | $2,470-51.8% | $2,281-47.8% |
| Participant deferral / active EE | $2,898 | $2,686+7.9% | $3,497-17.1% | $3,203-9.5% |
| Admin fee / account holder | $91 | $4,393-97.9% | $5,480-98.3% | $4,296-97.9% |