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 | $4,675 | $45,035-89.6% | $62,995-92.6% | $70,131-93.3% |
| Participation rate | 77.3% | 69.5%+7.7pp | 74.8%+2.5pp | 69.5%+7.7pp |
| Annual return | 41.23% | 18.76%+22.5pp | 87.57%-46.3pp | 73.14%-31.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,813 | $2,465+14.1% | $3,329-15.5% | $3,332-15.6% |
| Admin fee / account holder | $13 | $2,834-99.6% | $3,600-99.7% | $4,645-99.7% |