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 | $8,138 | $165,912-95.1% | $122,332-93.3% | $147,584-94.5% |
| Participation rate | 77.8% | 79.6%-1.8pp | 71.6%+6.1pp | 82.8%-5.1pp |
| Annual return | 27.94% | 34.55%-6.6pp | 30.27%-2.3pp | 578.55%-550.6pp |
| Employer contribution / active EE | $803 | $5,754-86.0% | $4,050-80.2% | $4,876-83.5% |
| Participant deferral / active EE | $2,775 | $4,005-30.7% | $3,287-15.6% | $5,439-49.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |