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 | $9,009 | $84,233-89.3% | $170,442-94.7% | $70,131-87.2% |
| Participation rate | 73.5% | 70.8%+2.7pp | 83.6%-10.1pp | 69.5%+4.0pp |
| Annual return | 29.04% | 23.06%+6.0pp | 205.93%-176.9pp | 73.14%-44.1pp |
| Employer contribution / active EE | $967 | $3,387-71.4% | $5,433-82.2% | $2,342-58.7% |
| Participant deferral / active EE | $1,210 | $3,086-60.8% | $4,939-75.5% | $3,332-63.7% |
| Admin fee / account holder | $239 | $5,698-95.8% | $13,880-98.3% | $4,645-94.8% |