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 | $16,903 | $99,079-82.9% | $77,999-78.3% | $273,961-93.8% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.5%+10.8pp | 83.0%+3.3pp |
| Annual return | 5.71% | 217.93%-212.2pp | 425.96%-420.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,480 | $3,308-55.3% | $2,470-40.1% | $4,869-69.6% |
| Participant deferral / active EE | $2,762 | $4,306-35.9% | $3,497-21.0% | $5,287-47.8% |
| Admin fee / account holder | $65 | $8,954-99.3% | $5,480-98.8% | $10,132-99.4% |