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 | $9,670 | $181,894-94.7% | $156,549-93.8% | $273,961-96.5% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 243.02% | 30.74%+212.3pp | 32.23%+210.8pp | 41.45%+201.6pp |
| Employer contribution / active EE | $2,544 | $6,248-59.3% | $5,501-53.7% | $4,869-47.7% |
| Participant deferral / active EE | $4,943 | $5,550-10.9% | $4,871+1.5% | $5,287-6.5% |
| Admin fee / account holder | $40 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |