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 | $8,636 | $90,503-90.5% | $78,689-89.0% | $273,961-96.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 21.30% | 75.60%-54.3pp | 62.18%-40.9pp | 41.45%-20.2pp |
| Employer contribution / active EE | $392 | $3,176-87.7% | $2,851-86.3% | $4,869-92.0% |
| Participant deferral / active EE | $4,725 | $3,901+21.1% | $3,517+34.4% | $5,287-10.6% |
| Admin fee / account holder | $31 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |