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 | $8,977 | $104,251-91.4% | $91,001-90.1% | $147,584-93.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 42.19% | 27.06%+15.1pp | 4.60%+37.6pp | 578.55%-536.4pp |
| Employer contribution / active EE | $941 | $3,116-69.8% | $2,456-61.7% | $4,876-80.7% |
| Participant deferral / active EE | $2,239 | $4,195-46.6% | $3,547-36.9% | $5,439-58.8% |
| Admin fee / account holder | $11 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |