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 | $12,039 | $101,069-88.1% | $81,478-85.2% | $147,584-91.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 28.24% | 32.40%-4.2pp | 38.78%-10.5pp | 578.55%-550.3pp |
| Employer contribution / active EE | $2,245 | $3,205-30.0% | $2,568-12.6% | $4,876-54.0% |
| Participant deferral / active EE | $2,245 | $4,242-47.1% | $3,537-36.5% | $5,439-58.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |