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 | $8,070 | $99,020-91.9% | $86,590-90.7% | $147,584-94.5% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 24.53% | 1312.34%-1287.8pp | 964.84%-940.3pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,274 | $3,132-59.3% | $2,839-55.1% | $4,876-73.9% |
| Participant deferral / active EE | $2,709 | $3,972-31.8% | $3,609-24.9% | $5,439-50.2% |
| Admin fee / account holder | $153 | $5,710-97.3% | $4,906-96.9% | $10,885-98.6% |