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 | $5,442 | $77,634-93.0% | $156,549-96.5% | $62,891-91.3% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.6pp | 69.3%+27.3pp |
| Annual return | 137.81% | 50.32%+87.5pp | 32.23%+105.6pp | 20.14%+117.7pp |
| Employer contribution / active EE | $673 | $3,444-80.5% | $5,501-87.8% | $2,281-70.5% |
| Participant deferral / active EE | $1,421 | $3,045-53.3% | $4,871-70.8% | $3,203-55.6% |
| Admin fee / account holder | $284 | $5,561-94.9% | $13,027-97.8% | $4,296-93.4% |