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 | $5,950 | $56,897-89.5% | $84,750-93.0% | $62,891-90.5% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 21.01% | 6.30%+14.7pp | 22.78%-1.8pp | 20.14%+0.9pp |
| Employer contribution / active EE | $3,735 | $2,400+55.6% | $3,574+4.5% | $2,281+63.7% |
| Participant deferral / active EE | $2,817 | $2,709+4.0% | $3,712-24.1% | $3,203-12.0% |
| Admin fee / account holder | $91 | $3,581-97.5% | $5,332-98.3% | $4,296-97.9% |