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 | $8,460 | $56,199-84.9% | $67,652-87.5% | $59,632-85.8% |
| Participation rate | 94.7% | 71.5%+23.2pp | 75.7%+19.0pp | 68.7%+26.0pp |
| Annual return | 3.42% | 18505.31%-18501.9pp | 6625.04%-6621.6pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $1,364 | $1,614-15.5% | $2,266-39.8% | $2,203-38.1% |
| Participant deferral / active EE | $3,151 | $2,844+10.8% | $3,560-11.5% | $3,192-1.3% |
| Admin fee / account holder | $37 | $3,958-99.1% | $4,821-99.2% | $4,297-99.1% |