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 | $16,333 | $165,912-90.2% | $122,332-86.6% | $147,584-88.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.13% | 34.55%-13.4pp | 30.27%-9.1pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,611 | $5,754-72.0% | $4,050-60.2% | $4,876-67.0% |
| Participant deferral / active EE | $9,670 | $4,005+141.4% | $3,287+194.2% | $5,439+77.8% |
| Admin fee / account holder | $196 | $7,424-97.4% | $5,478-96.4% | $10,885-98.2% |