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 | $10,865 | $99,652-89.1% | $78,778-86.2% | $147,584-92.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 58.24% | 47.28%+11.0pp | 35.62%+22.6pp | 578.55%-520.3pp |
| Employer contribution / active EE | $1,259 | $2,796-55.0% | $1,986-36.6% | $4,876-74.2% |
| Participant deferral / active EE | $3,781 | $3,664+3.2% | $2,958+27.8% | $5,439-30.5% |
| Admin fee / account holder | $33 | $7,155-99.5% | $5,134-99.4% | $10,885-99.7% |