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 | $7,772 | $76,552-89.8% | $123,892-93.7% | $62,891-87.6% |
| Participation rate | 84.6% | 73.0%+11.6pp | 81.4%+3.2pp | 69.3%+15.3pp |
| Annual return | 8.11% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,164 | $2,883-59.6% | $4,617-74.8% | $2,281-49.0% |
| Participant deferral / active EE | $2,312 | $4,840-52.2% | $5,984-61.4% | $3,203-27.8% |
| Admin fee / account holder | $195 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |