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 | $8,002 | $77,634-89.7% | $156,549-94.9% | $62,891-87.3% |
| Participation rate | 71.9% | 71.2%+0.7pp | 84.0%-12.1pp | 69.3%+2.6pp |
| Annual return | 21.64% | 50.32%-28.7pp | 32.23%-10.6pp | 20.14%+1.5pp |
| Employer contribution / active EE | $1,467 | $3,444-57.4% | $5,501-73.3% | $2,281-35.7% |
| Participant deferral / active EE | $2,081 | $3,045-31.7% | $4,871-57.3% | $3,203-35.0% |
| Admin fee / account holder | $214 | $5,561-96.1% | $13,027-98.4% | $4,296-95.0% |