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 | $7,749 | $80,968-90.4% | $96,544-92.0% | $75,163-89.7% |
| Participation rate | 95.5% | 71.8%+23.8pp | 76.0%+19.6pp | 67.2%+28.3pp |
| Annual return | 20.37% | 27.06%-6.7pp | 25.84%-5.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,264 | $2,282-44.6% | $2,965-57.4% | $2,670-52.7% |
| Participant deferral / active EE | $1,856 | $3,928-52.8% | $4,851-61.7% | $4,125-55.0% |
| Admin fee / account holder | $152 | $6,724-97.7% | $8,252-98.2% | $5,651-97.3% |