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 | $10,059 | $85,202-88.2% | $172,739-94.2% | $72,985-86.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.75% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,863 | $3,324-44.0% | $5,143-63.8% | $2,440-23.7% |
| Participant deferral / active EE | $1,593 | $3,260-51.1% | $5,198-69.4% | $3,607-55.8% |
| Admin fee / account holder | $195 | $5,884-96.7% | $13,954-98.6% | $5,124-96.2% |