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 | $17,249 | $144,119-88.0% | $117,854-85.4% | $147,584-88.3% |
| Participation rate | 82.6% | 83.4%-0.8pp | 79.7%+2.9pp | 82.8%-0.2pp |
| Annual return | 17.51% | 531.15%-513.6pp | 335.08%-317.6pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,091 | $4,896-77.7% | $3,786-71.2% | $4,876-77.6% |
| Participant deferral / active EE | $1,808 | $5,316-66.0% | $4,482-59.7% | $5,439-66.8% |
| Admin fee / account holder | $16 | $10,886-99.9% | $8,020-99.8% | $10,885-99.9% |