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 | $8,347 | $56,277-85.2% | $80,975-89.7% | $62,891-86.7% |
| Participation rate | 84.6% | 69.0%+15.7pp | 75.8%+8.8pp | 69.3%+15.3pp |
| Annual return | 5.96% | 22.12%-16.2pp | 17.10%-11.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,235 | $1,943-36.4% | $3,714-66.8% | $2,281-45.9% |
| Participant deferral / active EE | $3,359 | $4,195-19.9% | $5,696-41.0% | $3,203+4.9% |
| Admin fee / account holder | $233 | $3,741-93.8% | $5,516-95.8% | $4,296-94.6% |