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 | $8,089 | $109,817-92.6% | $98,442-91.8% | $167,490-95.2% |
| Participation rate | 87.0% | 75.8%+11.1pp | 73.3%+13.6pp | 82.1%+4.9pp |
| Annual return | 16.96% | 1956.69%-1939.7pp | 1492.73%-1475.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,519 | $3,224-52.9% | $2,960-48.7% | $4,837-68.6% |
| Participant deferral / active EE | $1,743 | $4,673-62.7% | $4,276-59.2% | $6,341-72.5% |
| Admin fee / account holder | $56 | $6,753-99.2% | $5,949-99.1% | $12,309-99.5% |