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 | $7,619 | $84,233-91.0% | $170,442-95.5% | $70,131-89.1% |
| Participation rate | 98.2% | 70.8%+27.4pp | 83.6%+14.6pp | 69.5%+28.7pp |
| Annual return | 17.69% | 23.06%-5.4pp | 205.93%-188.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $944 | $3,387-72.1% | $5,433-82.6% | $2,342-59.7% |
| Participant deferral / active EE | $1,555 | $3,086-49.6% | $4,939-68.5% | $3,332-53.3% |
| Admin fee / account holder | $154 | $5,698-97.3% | $13,880-98.9% | $4,645-96.7% |