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 | $7,273 | $84,233-91.4% | $170,442-95.7% | $70,131-89.6% |
| Participation rate | 82.1% | 70.8%+11.2pp | 83.6%-1.5pp | 69.5%+12.5pp |
| Annual return | 64.69% | 23.06%+41.6pp | 205.93%-141.2pp | 73.14%-8.4pp |
| Employer contribution / active EE | $1,348 | $3,387-60.2% | $5,433-75.2% | $2,342-42.5% |
| Participant deferral / active EE | $2,466 | $3,086-20.1% | $4,939-50.1% | $3,332-26.0% |
| Admin fee / account holder | $38 | $5,698-99.3% | $13,880-99.7% | $4,645-99.2% |