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 | $6,677 | $153,311-95.6% | $109,313-93.9% | $273,961-97.6% |
| Participation rate | 93.3% | 80.1%+13.2pp | 71.3%+22.1pp | 83.0%+10.3pp |
| Annual return | 6.63% | 29.86%-23.2pp | 22.07%-15.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,126 | $5,619-80.0% | $3,892-71.1% | $4,869-76.9% |
| Participant deferral / active EE | $1,575 | $3,932-59.9% | $3,166-50.3% | $5,287-70.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |