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 | $8,981 | $100,041-91.0% | $149,718-94.0% | $70,131-87.2% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.1%-0.9pp | 69.5%+16.7pp |
| Annual return | 26.51% | 27.43%-0.9pp | 1501.63%-1475.1pp | 73.14%-46.6pp |
| Employer contribution / active EE | $1,521 | $3,662-58.5% | $5,445-72.1% | $2,342-35.1% |
| Participant deferral / active EE | $2,635 | $4,983-47.1% | $6,569-59.9% | $3,332-20.9% |
| Admin fee / account holder | $164 | $8,286-98.0% | $11,283-98.5% | $4,645-96.5% |