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 | $8,624 | $56,897-84.8% | $84,750-89.8% | $62,891-86.3% |
| Participation rate | 90.5% | 68.5%+22.0pp | 76.6%+14.0pp | 69.3%+21.2pp |
| Annual return | 87.50% | 6.30%+81.2pp | 22.78%+64.7pp | 20.14%+67.4pp |
| Employer contribution / active EE | $1,865 | $2,400-22.3% | $3,574-47.8% | $2,281-18.2% |
| Participant deferral / active EE | $2,554 | $2,709-5.7% | $3,712-31.2% | $3,203-20.2% |
| Admin fee / account holder | $187 | $3,581-94.8% | $5,332-96.5% | $4,296-95.7% |