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 | $10,255 | $99,652-89.7% | $78,778-87.0% | $147,584-93.1% |
| Participation rate | 76.2% | 76.2%0pp | 69.2%+7.0pp | 82.8%-6.6pp |
| Annual return | 14.07% | 47.28%-33.2pp | 35.62%-21.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $652 | $2,796-76.7% | $1,986-67.1% | $4,876-86.6% |
| Participant deferral / active EE | $3,432 | $3,664-6.3% | $2,958+16.0% | $5,439-36.9% |
| Admin fee / account holder | $42 | $7,155-99.4% | $5,134-99.2% | $10,885-99.6% |