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 | $7,133 | $117,841-93.9% | $102,423-93.0% | $145,922-95.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.39% | 31.65%-19.3pp | 29.32%-16.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,419 | $3,615-60.7% | $3,023-53.1% | $4,660-69.6% |
| Participant deferral / active EE | $3,042 | $5,731-46.9% | $5,053-39.8% | $6,688-54.5% |
| Admin fee / account holder | $269 | $13,326-98.0% | $9,451-97.1% | $13,397-98.0% |