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 | $9,871 | $83,337-88.2% | $67,834-85.4% | $273,961-96.4% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 5.24% | 259.45%-254.2pp | 138.47%-133.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,146 | $3,287-65.2% | $2,403-52.3% | $4,869-76.5% |
| Participant deferral / active EE | $1,247 | $4,088-69.5% | $3,160-60.5% | $5,287-76.4% |
| Admin fee / account holder | $75 | $6,752-98.9% | $4,622-98.4% | $10,132-99.3% |