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 | $5,926 | $99,341-94.0% | $84,750-93.0% | $273,961-97.8% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 58.02% | 22.93%+35.1pp | 22.78%+35.2pp | 41.45%+16.6pp |
| Employer contribution / active EE | $1,598 | $4,214-62.1% | $3,574-55.3% | $4,869-67.2% |
| Participant deferral / active EE | $3,234 | $4,269-24.2% | $3,712-12.9% | $5,287-38.8% |
| Admin fee / account holder | $47 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |