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 | $12,585 | $101,069-87.5% | $81,478-84.6% | $147,584-91.5% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 20.05% | 32.40%-12.4pp | 38.78%-18.7pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,039 | $3,205-67.6% | $2,568-59.5% | $4,876-78.7% |
| Participant deferral / active EE | $6,542 | $4,242+54.2% | $3,537+85.0% | $5,439+20.3% |
| Admin fee / account holder | $114 | $5,812-98.0% | $4,561-97.5% | $10,885-99.0% |