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 8-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 | $20,480 | $197,591-89.6% | $177,821-88.5% | $158,922-87.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 16.08% | 58.76%-42.7pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,363 | $6,697-64.7% | $5,918-60.1% | $4,761-50.4% |
| Participant deferral / active EE | $4,018 | $8,405-52.2% | $7,714-47.9% | $5,982-32.8% |
| Admin fee / account holder | $200 | $15,399-98.7% | $12,427-98.4% | $11,246-98.2% |