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 | $5,437 | $65,395-91.7% | $182,532-97.0% | $72,985-92.5% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 38.58% | 27.68%+10.9pp | 148.54%-110.0pp | 81.00%-42.4pp |
| Employer contribution / active EE | $1,004 | $1,911-47.5% | $4,076-75.4% | $2,440-58.8% |
| Participant deferral / active EE | $1,292 | $3,563-63.7% | $5,524-76.6% | $3,607-64.2% |
| Admin fee / account holder | $297 | $4,245-93.0% | $8,592-96.5% | $5,124-94.2% |