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 | $8,134 | $99,341-91.8% | $84,750-90.4% | $273,961-97.0% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 5.98% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,440 | $4,214-65.8% | $3,574-59.7% | $4,869-70.4% |
| Participant deferral / active EE | $5,005 | $4,269+17.2% | $3,712+34.9% | $5,287-5.3% |
| Admin fee / account holder | $176 | $6,644-97.3% | $5,332-96.7% | $10,132-98.3% |