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 | $3,272 | $165,912-98.0% | $122,332-97.3% | $147,584-97.8% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 35.17% | 34.55%+0.6pp | 30.27%+4.9pp | 578.55%-543.4pp |
| Employer contribution / active EE | $676 | $5,754-88.2% | $4,050-83.3% | $4,876-86.1% |
| Participant deferral / active EE | $1,051 | $4,005-73.8% | $3,287-68.0% | $5,439-80.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |