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 | $15,482 | $140,578-89.0% | $100,671-84.6% | $125,391-87.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 70.7%+15.0pp | 83.2%+2.5pp |
| Annual return | -3.36% | 24.67%-28.0pp | 20.43%-23.8pp | 282.22%-285.6pp |
| Employer contribution / active EE | $2,205 | $5,965-63.0% | $4,012-45.0% | $4,866-54.7% |
| Participant deferral / active EE | $6,330 | $3,981+59.0% | $3,144+101.3% | $5,352+18.3% |
| Admin fee / account holder | $41 | $6,716-99.4% | $4,850-99.2% | $9,540-99.6% |