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 | $9,048 | $47,848-81.1% | $81,478-88.9% | $70,131-87.1% |
| Participation rate | 75.8% | 58.3%+17.5pp | 68.0%+7.8pp | 69.5%+6.2pp |
| Annual return | 26.45% | 27.25%-0.8pp | 38.78%-12.3pp | 73.14%-46.7pp |
| Employer contribution / active EE | $1,418 | $1,527-7.2% | $2,568-44.8% | $2,342-39.5% |
| Participant deferral / active EE | $2,008 | $2,453-18.1% | $3,537-43.2% | $3,332-39.7% |
| Admin fee / account holder | $222 | $3,145-92.9% | $4,561-95.1% | $4,645-95.2% |