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 | $4,971 | $51,708-90.4% | $106,619-95.3% | $62,891-92.1% |
| Participation rate | 91.7% | 66.9%+24.8pp | 78.0%+13.7pp | 69.3%+22.4pp |
| Annual return | 6.62% | 4.69%+1.9pp | 9.42%-2.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $876 | $1,764-50.3% | $3,947-77.8% | $2,281-61.6% |
| Participant deferral / active EE | $1,284 | $2,315-44.5% | $3,930-67.3% | $3,203-59.9% |
| Admin fee / account holder | $134 | $3,349-96.0% | $6,418-97.9% | $4,296-96.9% |