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 | $9,887 | $65,409-84.9% | $98,442-90.0% | $85,850-88.5% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.3pp | 69.3%+27.4pp |
| Annual return | 14.77% | 21.76%-7.0pp | 1492.73%-1478.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $690 | $2,168-68.2% | $2,960-76.7% | $2,565-73.1% |
| Participant deferral / active EE | $1,496 | $3,166-52.8% | $4,276-65.0% | $3,952-62.1% |
| Admin fee / account holder | $127 | $4,593-97.2% | $5,949-97.9% | $6,260-98.0% |