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 | $7,884 | $102,966-92.3% | $90,281-91.3% | $152,861-94.8% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.4%+12.0pp |
| Annual return | 24.21% | 95.16%-71.0pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $841 | $3,139-73.2% | $2,854-70.6% | $4,762-82.4% |
| Participant deferral / active EE | $1,882 | $4,281-56.0% | $3,885-51.6% | $5,850-67.8% |
| Admin fee / account holder | $256 | $6,171-95.8% | $5,351-95.2% | $11,596-97.8% |