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 | $8,894 | $77,634-88.5% | $156,549-94.3% | $62,891-85.9% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 12.46% | 50.32%-37.9pp | 32.23%-19.8pp | 20.14%-7.7pp |
| Employer contribution / active EE | $3,980 | $3,444+15.6% | $5,501-27.7% | $2,281+74.5% |
| Participant deferral / active EE | $2,120 | $3,045-30.4% | $4,871-56.5% | $3,203-33.8% |
| Admin fee / account holder | $95 | $5,561-98.3% | $13,027-99.3% | $4,296-97.8% |