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 | $10,308 | $48,076-78.6% | $78,689-86.9% | $62,891-83.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 24.92% | 31.35%-6.4pp | 62.18%-37.3pp | 20.14%+4.8pp |
| Employer contribution / active EE | $3,456 | $2,015+71.5% | $2,851+21.2% | $2,281+51.5% |
| Participant deferral / active EE | $3,858 | $2,588+49.1% | $3,517+9.7% | $3,203+20.5% |
| Admin fee / account holder | $77 | $3,207-97.6% | $4,510-98.3% | $4,296-98.2% |