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 | $7,012 | $53,127-86.8% | $86,590-91.9% | $70,131-90.0% |
| Participation rate | 75.7% | 65.3%+10.4pp | 73.5%+2.1pp | 69.5%+6.1pp |
| Annual return | 16.97% | 27.66%-10.7pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $574 | $2,068-72.3% | $2,839-79.8% | $2,342-75.5% |
| Participant deferral / active EE | $1,534 | $2,696-43.1% | $3,609-57.5% | $3,332-54.0% |
| Admin fee / account holder | $104 | $3,585-97.1% | $4,906-97.9% | $4,645-97.8% |