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 | $11,131 | $100,901-89.0% | $75,670-85.3% | $147,584-92.5% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.3%+11.0pp | 82.8%+0.5pp |
| Annual return | 21.40% | 35.78%-14.4pp | 27.34%-5.9pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,897 | $3,253-41.7% | $2,352-19.4% | $4,876-61.1% |
| Participant deferral / active EE | $2,135 | $4,027-47.0% | $3,142-32.1% | $5,439-60.7% |
| Admin fee / account holder | $61 | $11,285-99.5% | $5,800-99.0% | $10,885-99.4% |