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 | $12,361 | $85,766-85.6% | $136,294-90.9% | $70,131-82.4% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 282.44% | 31.45%+251.0pp | 5155.94%-4873.5pp | 73.14%+209.3pp |
| Employer contribution / active EE | $2,083 | $2,966-29.8% | $4,695-55.6% | $2,342-11.1% |
| Participant deferral / active EE | $5,140 | $5,051+1.7% | $6,247-17.7% | $3,332+54.3% |
| Admin fee / account holder | $106 | $5,420-98.1% | $9,243-98.9% | $4,645-97.7% |