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 | $9,223 | $99,079-90.7% | $77,999-88.2% | $273,961-96.6% |
| Participation rate | 78.6% | 78.6%0pp | 75.5%+3.0pp | 83.0%-4.4pp |
| Annual return | 14.25% | 217.93%-203.7pp | 425.96%-411.7pp | 41.45%-27.2pp |
| Employer contribution / active EE | $2,846 | $3,308-13.9% | $2,470+15.2% | $4,869-41.5% |
| Participant deferral / active EE | $2,313 | $4,306-46.3% | $3,497-33.9% | $5,287-56.3% |
| Admin fee / account holder | $52 | $8,954-99.4% | $5,480-99.1% | $10,132-99.5% |