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 | $8,170 | $135,952-94.0% | $123,892-93.4% | $273,961-97.0% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 13.83% | 56.63%-42.8pp | 47.52%-33.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,297 | $5,170-74.9% | $4,617-71.9% | $4,869-73.4% |
| Participant deferral / active EE | $3,203 | $6,343-49.5% | $5,984-46.5% | $5,287-39.4% |
| Admin fee / account holder | $231 | $9,817-97.7% | $8,357-97.2% | $10,132-97.7% |