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 | $1,446 | $48,076-97.0% | $78,689-98.2% | $62,891-97.7% |
| Participation rate | 89.7% | 65.2%+24.4pp | 73.6%+16.1pp | 69.3%+20.3pp |
| Annual return | 30.69% | 31.35%-0.7pp | 62.18%-31.5pp | 20.14%+10.5pp |
| Employer contribution / active EE | $596 | $2,015-70.4% | $2,851-79.1% | $2,281-73.9% |
| Participant deferral / active EE | $1,114 | $2,588-56.9% | $3,517-68.3% | $3,203-65.2% |
| Admin fee / account holder | $30 | $3,207-99.1% | $4,510-99.3% | $4,296-99.3% |