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 | $7,499 | $67,411-88.9% | $91,001-91.8% | $70,131-89.3% |
| Participation rate | 73.7% | 71.4%+2.3pp | 75.6%-1.9pp | 69.5%+4.1pp |
| Annual return | 44.39% | -40.16%+84.6pp | 4.60%+39.8pp | 73.14%-28.8pp |
| Employer contribution / active EE | $370 | $1,786-79.3% | $2,456-85.0% | $2,342-84.2% |
| Participant deferral / active EE | $1,883 | $2,823-33.3% | $3,547-46.9% | $3,332-43.5% |
| Admin fee / account holder | $193 | $4,236-95.5% | $5,417-96.4% | $4,645-95.9% |