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 | $27,805 | $144,119-80.7% | $117,854-76.4% | $147,584-81.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 18.80% | 531.15%-512.3pp | 335.08%-316.3pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,242 | $4,896-74.6% | $3,786-67.2% | $4,876-74.5% |
| Participant deferral / active EE | $6,831 | $5,316+28.5% | $4,482+52.4% | $5,439+25.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |