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 | $8,378 | $91,037-90.8% | $71,671-88.3% | $147,584-94.3% |
| Participation rate | 78.6% | 76.1%+2.4pp | 68.7%+9.8pp | 82.8%-4.3pp |
| Annual return | 10.82% | 20.48%-9.7pp | 20.65%-9.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $842 | $3,327-74.7% | $2,460-65.8% | $4,876-82.7% |
| Participant deferral / active EE | $1,684 | $4,498-62.6% | $3,438-51.0% | $5,439-69.0% |
| Admin fee / account holder | $45 | $8,613-99.5% | $5,558-99.2% | $10,885-99.6% |