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 | $7,289 | $100,901-92.8% | $75,670-90.4% | $147,584-95.1% |
| Participation rate | 95.7% | 77.1%+18.5pp | 72.3%+23.3pp | 82.8%+12.8pp |
| Annual return | 18.07% | 35.78%-17.7pp | 27.34%-9.3pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,186 | $3,253-63.6% | $2,352-49.6% | $4,876-75.7% |
| Participant deferral / active EE | $1,095 | $4,027-72.8% | $3,142-65.2% | $5,439-79.9% |
| Admin fee / account holder | $88 | $11,285-99.2% | $5,800-98.5% | $10,885-99.2% |