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 | $4,925 | $90,503-94.6% | $78,689-93.7% | $273,961-98.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 15.71% | 75.60%-59.9pp | 62.18%-46.5pp | 41.45%-25.7pp |
| Employer contribution / active EE | $1,001 | $3,176-68.5% | $2,851-64.9% | $4,869-79.4% |
| Participant deferral / active EE | $1,814 | $3,901-53.5% | $3,517-48.4% | $5,287-65.7% |
| Admin fee / account holder | $90 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |