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 | $1,044 | $93,071-98.9% | $74,583-98.6% | $273,961-99.6% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 27.04% | 26.18%+0.9pp | 20.47%+6.6pp | 41.45%-14.4pp |
| Employer contribution / active EE | $427 | $3,160-86.5% | $2,525-83.1% | $4,869-91.2% |
| Participant deferral / active EE | $600 | $4,160-85.6% | $3,458-82.7% | $5,287-88.7% |
| Admin fee / account holder | $92 | $5,272-98.3% | $4,138-97.8% | $10,132-99.1% |