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 | $11,696 | $103,376-88.7% | $87,100-86.6% | $152,861-92.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.69% | 28.10%-1.4pp | 28.19%-1.5pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,831 | $3,220-43.2% | $2,521-27.4% | $4,762-61.6% |
| Participant deferral / active EE | $2,380 | $4,778-50.2% | $4,049-41.2% | $5,850-59.3% |
| Admin fee / account holder | $75 | $12,205-99.4% | $7,497-99.0% | $11,596-99.4% |