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 | $14,354 | $106,890-86.6% | $84,015-82.9% | $152,861-90.6% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 27.29% | 104.99%-77.7pp | 71.31%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $943 | $2,734-65.5% | $1,983-52.5% | $4,762-80.2% |
| Participant deferral / active EE | $3,258 | $4,011-18.8% | $3,239+0.6% | $5,850-44.3% |
| Admin fee / account holder | $91 | $8,285-98.9% | $6,101-98.5% | $11,596-99.2% |