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 | $6,186 | $62,672-90.1% | $185,117-96.7% | $70,131-91.2% |
| Participation rate | 87.5% | 63.8%+23.7pp | 77.3%+10.2pp | 69.5%+18.0pp |
| Annual return | 29.09% | 40.79%-11.7pp | 40.50%-11.4pp | 73.14%-44.1pp |
| Employer contribution / active EE | $1,884 | $1,753+7.5% | $4,182-54.9% | $2,342-19.6% |
| Participant deferral / active EE | $2,274 | $3,272-30.5% | $5,045-54.9% | $3,332-31.7% |
| Admin fee / account holder | $4 | $3,932-99.9% | $8,159-99.9% | $4,645-99.9% |