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 | $4,395 | $99,079-95.6% | $77,999-94.4% | $273,961-98.4% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 7.11% | 217.93%-210.8pp | 425.96%-418.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $935 | $3,308-71.7% | $2,470-62.1% | $4,869-80.8% |
| Participant deferral / active EE | $1,970 | $4,306-54.2% | $3,497-43.7% | $5,287-62.7% |
| Admin fee / account holder | $58 | $8,954-99.4% | $5,480-98.9% | $10,132-99.4% |