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 | $7,622 | $135,952-94.4% | $123,892-93.8% | $273,961-97.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 20.37% | 56.63%-36.3pp | 47.52%-27.1pp | 41.45%-21.1pp |
| Employer contribution / active EE | $2,167 | $5,170-58.1% | $4,617-53.1% | $4,869-55.5% |
| Participant deferral / active EE | $3,282 | $6,343-48.3% | $5,984-45.2% | $5,287-37.9% |
| Admin fee / account holder | $53 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |