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 | $3,789 | $69,518-94.5% | $59,878-93.7% | $135,375-97.2% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | 9.86% | 7.94%+1.9pp | 3.46%+6.4pp | 519.73%-509.9pp |
| Employer contribution / active EE | $2,622 | $3,235-18.9% | $2,722-3.7% | $4,779-45.1% |
| Participant deferral / active EE | $1,509 | $4,206-64.1% | $3,402-55.7% | $5,609-73.1% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |