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 | $7,700 | $58,927-86.9% | $76,817-90.0% | $72,985-89.4% |
| Participation rate | 95.7% | 67.3%+28.3pp | 72.1%+23.6pp | 69.5%+26.2pp |
| Annual return | 24.06% | 2305.64%-2281.6pp | 1166.11%-1142.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $666 | $1,787-62.7% | $2,302-71.1% | $2,440-72.7% |
| Participant deferral / active EE | $1,386 | $2,690-48.5% | $3,336-58.4% | $3,607-61.6% |
| Admin fee / account holder | $228 | $4,013-94.3% | $6,420-96.4% | $5,124-95.5% |