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 | $7,284 | $93,346-92.2% | $71,796-89.9% | $273,961-97.3% |
| Participation rate | 90.5% | 76.5%+13.9pp | 69.1%+21.4pp | 83.0%+7.5pp |
| Annual return | 5.82% | 130.39%-124.6pp | 78.04%-72.2pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,448 | $2,733+26.1% | $1,924+79.2% | $4,869-29.2% |
| Participant deferral / active EE | $2,247 | $3,475-35.3% | $2,794-19.6% | $5,287-57.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |