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 | $5,038 | $93,071-94.6% | $74,583-93.2% | $273,961-98.2% |
| Participation rate | 77.8% | 74.9%+2.8pp | 68.1%+9.7pp | 83.0%-5.2pp |
| Annual return | 42.50% | 26.18%+16.3pp | 20.47%+22.0pp | 41.45%+1.1pp |
| Employer contribution / active EE | $1,533 | $3,160-51.5% | $2,525-39.3% | $4,869-68.5% |
| Participant deferral / active EE | $1,875 | $4,160-54.9% | $3,458-45.8% | $5,287-64.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |