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 | $21,942 | $179,726-87.8% | $156,263-86.0% | $142,382-84.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.56% | 77.86%-56.3pp | 59.47%-37.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,157 | $5,069-37.7% | $4,333-27.1% | $4,299-26.6% |
| Participant deferral / active EE | $5,162 | $6,956-25.8% | $6,158-16.2% | $6,507-20.7% |
| Admin fee / account holder | $15 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |