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 | $9,864 | $99,341-90.1% | $84,750-88.4% | $273,961-96.4% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.02% | 22.93%-17.9pp | 22.78%-17.8pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,313 | $4,214-68.8% | $3,574-63.3% | $4,869-73.0% |
| Participant deferral / active EE | $1,641 | $4,269-61.6% | $3,712-55.8% | $5,287-69.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |