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 | $8,020 | $103,949-92.3% | $69,182-88.4% | $273,961-97.1% |
| Participation rate | 90.0% | 67.4%+22.6pp | 55.1%+34.9pp | 83.0%+7.0pp |
| Annual return | 15.50% | 35.28%-19.8pp | -21.93%+37.4pp | 41.45%-26.0pp |
| Employer contribution / active EE | $990 | $1,783-44.5% | $1,206-17.9% | $4,869-79.7% |
| Participant deferral / active EE | $2,995 | $2,716+10.3% | $1,897+57.9% | $5,287-43.4% |
| Admin fee / account holder | $215 | $3,671-94.1% | $2,697-92.0% | $10,132-97.9% |