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 | $3,762 | $90,503-95.8% | $78,689-95.2% | $273,961-98.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 17.78% | 75.60%-57.8pp | 62.18%-44.4pp | 41.45%-23.7pp |
| Employer contribution / active EE | $1,182 | $3,176-62.8% | $2,851-58.5% | $4,869-75.7% |
| Participant deferral / active EE | $1,825 | $3,901-53.2% | $3,517-48.1% | $5,287-65.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |