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 | $7,457 | $93,346-92.0% | $71,796-89.6% | $273,961-97.3% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 10.45% | 130.39%-119.9pp | 78.04%-67.6pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,605 | $2,733-41.3% | $1,924-16.6% | $4,869-67.0% |
| Participant deferral / active EE | $903 | $3,475-74.0% | $2,794-67.7% | $5,287-82.9% |
| Admin fee / account holder | $33 | $6,571-99.5% | $4,815-99.3% | $10,132-99.7% |