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 | $6,728 | $83,337-91.9% | $67,834-90.1% | $273,961-97.5% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 5.96% | 259.45%-253.5pp | 138.47%-132.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,197 | $3,287-63.6% | $2,403-50.2% | $4,869-75.4% |
| Participant deferral / active EE | $1,525 | $4,088-62.7% | $3,160-51.7% | $5,287-71.2% |
| Admin fee / account holder | $271 | $6,752-96.0% | $4,622-94.1% | $10,132-97.3% |