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 | $3,974 | $53,127-92.5% | $86,590-95.4% | $70,131-94.3% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 61.08% | 27.66%+33.4pp | 964.84%-903.8pp | 73.14%-12.1pp |
| Employer contribution / active EE | $974 | $2,068-52.9% | $2,839-65.7% | $2,342-58.4% |
| Participant deferral / active EE | $2,793 | $2,696+3.6% | $3,609-22.6% | $3,332-16.2% |
| Admin fee / account holder | $177 | $3,585-95.1% | $4,906-96.4% | $4,645-96.2% |