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 | $7,220 | $98,240-92.7% | $82,313-91.2% | $147,584-95.1% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 36.29% | 30.85%+5.4pp | 25.88%+10.4pp | 578.55%-542.3pp |
| Employer contribution / active EE | $1,845 | $3,192-42.2% | $2,428-24.0% | $4,876-62.2% |
| Participant deferral / active EE | $2,293 | $4,383-47.7% | $3,706-38.1% | $5,439-57.8% |
| Admin fee / account holder | $18 | $8,563-99.8% | $5,608-99.7% | $10,885-99.8% |