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 | $18,918 | $63,346-70.1% | $92,233-79.5% | $70,131-73.0% |
| Participation rate | 76.0% | 68.7%+7.3pp | 76.5%-0.5pp | 69.5%+6.5pp |
| Annual return | 16.16% | 530.12%-514.0pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $900 | $2,471-63.6% | $3,679-75.5% | $2,342-61.6% |
| Participant deferral / active EE | $1,277 | $2,854-55.2% | $3,897-67.2% | $3,332-61.7% |
| Admin fee / account holder | $4 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |