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 | $9,322 | $76,000-87.7% | $154,107-94.0% | $64,186-85.5% |
| Participation rate | 88.9% | 70.4%+18.5pp | 83.0%+5.9pp | 69.6%+19.3pp |
| Annual return | -4.72% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,137 | $3,351-66.1% | $5,298-78.5% | $2,381-52.2% |
| Participant deferral / active EE | $1,458 | $3,175-54.1% | $5,081-71.3% | $3,470-58.0% |
| Admin fee / account holder | $119 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |