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 | $6,068 | $56,277-89.2% | $80,975-92.5% | $62,891-90.4% |
| Participation rate | 92.6% | 69.0%+23.6pp | 75.8%+16.8pp | 69.3%+23.3pp |
| Annual return | 31.41% | 22.12%+9.3pp | 17.10%+14.3pp | 20.14%+11.3pp |
| Employer contribution / active EE | $349 | $1,943-82.0% | $3,714-90.6% | $2,281-84.7% |
| Participant deferral / active EE | $3,530 | $4,195-15.9% | $5,696-38.0% | $3,203+10.2% |
| Admin fee / account holder | $95 | $3,741-97.5% | $5,516-98.3% | $4,296-97.8% |