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 | $8,899 | $99,020-91.0% | $86,590-89.7% | $147,584-94.0% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 20.88% | 1312.34%-1291.5pp | 964.84%-944.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $742 | $3,132-76.3% | $2,839-73.9% | $4,876-84.8% |
| Participant deferral / active EE | $477 | $3,972-88.0% | $3,609-86.8% | $5,439-91.2% |
| Admin fee / account holder | $61 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |