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 | $6,861 | $114,381-94.0% | $107,525-93.6% | $142,382-95.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 21.41% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,346 | $4,015-66.5% | $3,754-64.1% | $4,299-68.7% |
| Participant deferral / active EE | $2,515 | $5,564-54.8% | $5,116-50.8% | $6,507-61.3% |
| Admin fee / account holder | $177 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |