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 | $15,379 | $116,175-86.8% | $93,606-83.6% | $152,861-89.9% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 15.26% | 35.96%-20.7pp | 32.76%-17.5pp | 345.32%-330.1pp |
| Employer contribution / active EE | $910 | $3,218-71.7% | $2,718-66.5% | $4,762-80.9% |
| Participant deferral / active EE | $3,059 | $4,603-33.6% | $4,069-24.8% | $5,850-47.7% |
| Admin fee / account holder | $30 | $10,748-99.7% | $7,888-99.6% | $11,596-99.7% |