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 | $6,650 | $52,836-87.4% | $105,738-93.7% | $64,186-89.6% |
| Participation rate | 89.8% | 66.5%+23.3pp | 76.3%+13.5pp | 69.6%+20.2pp |
| Annual return | 1.91% | 14.30%-12.4pp | 6.27%-4.4pp | 7.63%-5.7pp |
| Employer contribution / active EE | $622 | $1,827-65.9% | $3,268-81.0% | $2,381-73.9% |
| Participant deferral / active EE | $1,189 | $2,545-53.3% | $4,080-70.9% | $3,470-65.7% |
| Admin fee / account holder | $36 | $3,959-99.1% | $6,913-99.5% | $4,888-99.3% |