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 | $19,402 | $99,079-80.4% | $77,999-75.1% | $273,961-92.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 5.45% | 217.93%-212.5pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,572 | $3,308-52.5% | $2,470-36.4% | $4,869-67.7% |
| Participant deferral / active EE | $3,504 | $4,306-18.6% | $3,497+0.2% | $5,287-33.7% |
| Admin fee / account holder | $198 | $8,954-97.8% | $5,480-96.4% | $10,132-98.0% |