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 | $8,270 | $90,503-90.9% | $78,689-89.5% | $273,961-97.0% |
| Participation rate | 91.7% | 76.5%+15.1pp | 73.6%+18.1pp | 83.0%+8.7pp |
| Annual return | 7.98% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,145 | $3,176-63.9% | $2,851-59.8% | $4,869-76.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $256 | $5,263-95.1% | $4,510-94.3% | $10,132-97.5% |