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 | $3,461 | $88,707-96.1% | $74,183-95.3% | $273,961-98.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 2.59% | 11.94%-9.4pp | 17.74%-15.1pp | 41.45%-38.9pp |
| Employer contribution / active EE | $975 | $3,159-69.2% | $2,370-58.9% | $4,869-80.0% |
| Participant deferral / active EE | $1,568 | $4,212-62.8% | $3,550-55.8% | $5,287-70.4% |
| Admin fee / account holder | $74 | $8,717-99.2% | $5,586-98.7% | $10,132-99.3% |