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 | $4,209 | $90,503-95.3% | $78,689-94.7% | $273,961-98.5% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 25.32% | 75.60%-50.3pp | 62.18%-36.9pp | 41.45%-16.1pp |
| Employer contribution / active EE | $1,269 | $3,176-60.0% | $2,851-55.5% | $4,869-73.9% |
| Participant deferral / active EE | $2,087 | $3,901-46.5% | $3,517-40.7% | $5,287-60.5% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |