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 | $7,332 | $88,707-91.7% | $74,183-90.1% | $273,961-97.3% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 21.42% | 11.94%+9.5pp | 17.74%+3.7pp | 41.45%-20.0pp |
| Employer contribution / active EE | $1,000 | $3,159-68.3% | $2,370-57.8% | $4,869-79.5% |
| Participant deferral / active EE | $3,164 | $4,212-24.9% | $3,550-10.9% | $5,287-40.2% |
| Admin fee / account holder | $114 | $8,717-98.7% | $5,586-98.0% | $10,132-98.9% |