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 | $8,753 | $93,071-90.6% | $74,583-88.3% | $273,961-96.8% |
| Participation rate | 91.3% | 74.9%+16.4pp | 68.1%+23.2pp | 83.0%+8.3pp |
| Annual return | 7.77% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,677 | $3,160-46.9% | $2,525-33.6% | $4,869-65.5% |
| Participant deferral / active EE | $1,063 | $4,160-74.4% | $3,458-69.2% | $5,287-79.9% |
| Admin fee / account holder | $3 | $5,272-99.9% | $4,138-99.9% | $10,132-100.0% |