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 | $5,007 | $80,968-93.8% | $96,544-94.8% | $75,163-93.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.30% | 27.06%-5.8pp | 25.84%-4.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $865 | $2,282-62.1% | $2,965-70.8% | $2,670-67.6% |
| Participant deferral / active EE | $2,166 | $3,928-44.8% | $4,851-55.3% | $4,125-47.5% |
| Admin fee / account holder | $198 | $6,724-97.1% | $8,252-97.6% | $5,651-96.5% |