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 | $4,847 | $83,337-94.2% | $67,834-92.9% | $273,961-98.2% |
| Participation rate | 94.4% | 76.4%+18.0pp | 68.8%+25.6pp | 83.0%+11.4pp |
| Annual return | 5.23% | 259.45%-254.2pp | 138.47%-133.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $773 | $3,287-76.5% | $2,403-67.8% | $4,869-84.1% |
| Participant deferral / active EE | $1,157 | $4,088-71.7% | $3,160-63.4% | $5,287-78.1% |
| Admin fee / account holder | $271 | $6,752-96.0% | $4,622-94.1% | $10,132-97.3% |