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 8-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 | $4,428 | $127,100-96.5% | $105,738-95.8% | $135,375-96.7% |
| Participation rate | 95.7% | 82.7%+13.0pp | 76.3%+19.3pp | 82.6%+13.0pp |
| Annual return | 10.57% | 4.49%+6.1pp | 6.27%+4.3pp | 519.73%-509.2pp |
| Employer contribution / active EE | $1,271 | $4,107-69.1% | $3,268-61.1% | $4,779-73.4% |
| Participant deferral / active EE | $2,460 | $5,064-51.4% | $4,080-39.7% | $5,609-56.1% |
| Admin fee / account holder | $19 | $9,087-99.8% | $6,913-99.7% | $10,827-99.8% |