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 | $7,961 | $43,075-81.5% | $74,583-89.3% | $62,891-87.3% |
| Participation rate | 71.0% | 58.1%+12.9pp | 68.1%+2.9pp | 69.3%+1.7pp |
| Annual return | 6.10% | 17.50%-11.4pp | 20.47%-14.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $540 | $1,498-63.9% | $2,525-78.6% | $2,281-76.3% |
| Participant deferral / active EE | $1,922 | $2,389-19.6% | $3,458-44.4% | $3,203-40.0% |
| Admin fee / account holder | $176 | $2,840-93.8% | $4,138-95.7% | $4,296-95.9% |