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 | $4,322 | $69,977-93.8% | $108,579-96.0% | $62,891-93.1% |
| Participation rate | 87.0% | 72.9%+14.1pp | 79.6%+7.4pp | 69.3%+17.7pp |
| Annual return | 33.23% | 10.73%+22.5pp | -51.70%+84.9pp | 20.14%+13.1pp |
| Employer contribution / active EE | $834 | $2,135-61.0% | $3,758-77.8% | $2,281-63.5% |
| Participant deferral / active EE | $1,838 | $3,165-41.9% | $4,311-57.4% | $3,203-42.6% |
| Admin fee / account holder | $202 | $5,076-96.0% | $7,645-97.4% | $4,296-95.3% |