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 | $9,255 | $45,035-79.4% | $62,995-85.3% | $70,131-86.8% |
| Participation rate | 86.7% | 69.5%+17.2pp | 74.8%+11.9pp | 69.5%+17.2pp |
| Annual return | 18.15% | 18.76%-0.6pp | 87.57%-69.4pp | 73.14%-55.0pp |
| Employer contribution / active EE | $433 | $2,051-78.9% | $2,759-84.3% | $2,342-81.5% |
| Participant deferral / active EE | $1,406 | $2,465-42.9% | $3,329-57.8% | $3,332-57.8% |
| Admin fee / account holder | $69 | $2,834-97.6% | $3,600-98.1% | $4,645-98.5% |