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 | $8,380 | $82,032-89.8% | $123,104-93.2% | $59,632-85.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 86.8%-1.1pp | 68.7%+17.0pp |
| Annual return | 74.87% | 5.12%+69.8pp | 13.22%+61.7pp | 2041.28%-1966.4pp |
| Employer contribution / active EE | $4,642 | $3,297+40.8% | $5,151-9.9% | $2,203+110.8% |
| Participant deferral / active EE | $2,843 | $4,667-39.1% | $6,230-54.4% | $3,192-10.9% |
| Admin fee / account holder | $55 | $5,881-99.1% | $9,015-99.4% | $4,297-98.7% |