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 | $4,977 | $67,411-92.6% | $91,001-94.5% | $70,131-92.9% |
| Participation rate | 90.6% | 71.4%+19.3pp | 75.6%+15.0pp | 69.5%+21.1pp |
| Annual return | 28.02% | -40.16%+68.2pp | 4.60%+23.4pp | 73.14%-45.1pp |
| Employer contribution / active EE | $1,309 | $1,786-26.7% | $2,456-46.7% | $2,342-44.1% |
| Participant deferral / active EE | $1,653 | $2,823-41.4% | $3,547-53.4% | $3,332-50.4% |
| Admin fee / account holder | $79 | $4,236-98.1% | $5,417-98.5% | $4,645-98.3% |