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 | $17,129 | $85,766-80.0% | $136,294-87.4% | $70,131-75.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 26.11% | 31.45%-5.3pp | 5155.94%-5129.8pp | 73.14%-47.0pp |
| Employer contribution / active EE | $2,188 | $2,966-26.2% | $4,695-53.4% | $2,342-6.6% |
| Participant deferral / active EE | $5,546 | $5,051+9.8% | $6,247-11.2% | $3,332+66.5% |
| Admin fee / account holder | $241 | $5,420-95.6% | $9,243-97.4% | $4,645-94.8% |