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 | $8,712 | $84,233-89.7% | $170,442-94.9% | $70,131-87.6% |
| Participation rate | 86.1% | 70.8%+15.3pp | 83.6%+2.5pp | 69.5%+16.6pp |
| Annual return | 19.60% | 23.06%-3.5pp | 205.93%-186.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,076 | $3,387-68.2% | $5,433-80.2% | $2,342-54.0% |
| Participant deferral / active EE | $1,920 | $3,086-37.8% | $4,939-61.1% | $3,332-42.4% |
| Admin fee / account holder | $281 | $5,698-95.1% | $13,880-98.0% | $4,645-94.0% |