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 | $7,349 | $135,952-94.6% | $123,892-94.1% | $273,961-97.3% |
| Participation rate | 70.6% | 84.1%-13.5pp | 81.4%-10.8pp | 83.0%-12.4pp |
| Annual return | 47.41% | 56.63%-9.2pp | 47.52%-0.1pp | 41.45%+6.0pp |
| Employer contribution / active EE | $836 | $5,170-83.8% | $4,617-81.9% | $4,869-82.8% |
| Participant deferral / active EE | $3,638 | $6,343-42.6% | $5,984-39.2% | $5,287-31.2% |
| Admin fee / account holder | $8 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |