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 | $6,168 | $90,600-93.2% | $79,464-92.2% | $135,375-95.4% |
| Participation rate | 76.5% | 76.0%+0.4pp | 73.3%+3.1pp | 82.6%-6.2pp |
| Annual return | 5.69% | 977.43%-971.7pp | 718.14%-712.4pp | 519.73%-514.0pp |
| Employer contribution / active EE | $2,489 | $3,068-18.9% | $2,800-11.1% | $4,779-47.9% |
| Participant deferral / active EE | $1,005 | $4,050-75.2% | $3,704-72.9% | $5,609-82.1% |
| Admin fee / account holder | $141 | $5,907-97.6% | $5,113-97.2% | $10,827-98.7% |