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 | $9,420 | $177,572-94.7% | $154,803-93.9% | $142,382-93.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.77% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,321 | $4,810-72.5% | $4,305-69.3% | $4,299-69.3% |
| Participant deferral / active EE | $2,764 | $6,272-55.9% | $5,540-50.1% | $6,507-57.5% |
| Admin fee / account holder | $70 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |