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 | $10,726 | $99,079-89.2% | $77,999-86.2% | $273,961-96.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 18.42% | 217.93%-199.5pp | 425.96%-407.5pp | 41.45%-23.0pp |
| Employer contribution / active EE | $1,532 | $3,308-53.7% | $2,470-38.0% | $4,869-68.5% |
| Participant deferral / active EE | $2,849 | $4,306-33.9% | $3,497-18.5% | $5,287-46.1% |
| Admin fee / account holder | $42 | $8,954-99.5% | $5,480-99.2% | $10,132-99.6% |