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 | $4,635 | $48,076-90.4% | $78,689-94.1% | $62,891-92.6% |
| Participation rate | 78.8% | 65.2%+13.6pp | 73.6%+5.2pp | 69.3%+9.5pp |
| Annual return | 17.34% | 31.35%-14.0pp | 62.18%-44.8pp | 20.14%-2.8pp |
| Employer contribution / active EE | $409 | $2,015-79.7% | $2,851-85.7% | $2,281-82.1% |
| Participant deferral / active EE | $925 | $2,588-64.3% | $3,517-73.7% | $3,203-71.1% |
| Admin fee / account holder | $123 | $3,207-96.2% | $4,510-97.3% | $4,296-97.1% |