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 | $23,981 | $67,606-64.5% | $82,313-70.9% | $70,131-65.8% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 15.24% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,442 | $1,755-17.8% | $2,428-40.6% | $2,342-38.4% |
| Participant deferral / active EE | $2,133 | $2,987-28.6% | $3,706-42.4% | $3,332-36.0% |
| Admin fee / account holder | $244 | $4,512-94.6% | $5,608-95.6% | $4,645-94.7% |