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 | $6,361 | $88,707-92.8% | $74,183-91.4% | $273,961-97.7% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.6%+17.8pp | 83.0%+11.4pp |
| Annual return | 29.46% | 11.94%+17.5pp | 17.74%+11.7pp | 41.45%-12.0pp |
| Employer contribution / active EE | $5,556 | $3,159+75.8% | $2,370+134.4% | $4,869+14.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $80 | $8,717-99.1% | $5,586-98.6% | $10,132-99.2% |