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 | $29,912 | $153,772-80.5% | $133,980-77.7% | $273,961-89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.42% | 36.51%-23.1pp | 29.30%-15.9pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,561 | $6,029-74.1% | $5,211-70.1% | $4,869-67.9% |
| Participant deferral / active EE | $9,807 | $6,958+40.9% | $6,282+56.1% | $5,287+85.5% |
| Admin fee / account holder | $41 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |