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 | $16,060 | $63,346-74.6% | $92,233-82.6% | $70,131-77.1% |
| Participation rate | 88.9% | 68.7%+20.2pp | 76.5%+12.4pp | 69.5%+19.3pp |
| Annual return | 18.11% | 530.12%-512.0pp | 176.28%-158.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,603 | $2,471+5.4% | $3,679-29.2% | $2,342+11.1% |
| Participant deferral / active EE | $3,866 | $2,854+35.5% | $3,897-0.8% | $3,332+16.0% |
| Admin fee / account holder | $86 | $3,840-97.8% | $5,194-98.3% | $4,645-98.1% |