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 | $15,690 | $105,998-85.2% | $92,233-83.0% | $147,584-89.4% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 17.19% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,657 | $4,333-61.8% | $3,679-55.0% | $4,876-66.0% |
| Participant deferral / active EE | $2,808 | $4,478-37.3% | $3,897-27.9% | $5,439-48.4% |
| Admin fee / account holder | $227 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |