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 | $14,515 | $106,890-86.4% | $84,015-82.7% | $152,861-90.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.43% | 104.99%-80.6pp | 71.31%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $704 | $2,734-74.2% | $1,983-64.5% | $4,762-85.2% |
| Participant deferral / active EE | $2,630 | $4,011-34.4% | $3,239-18.8% | $5,850-55.0% |
| Admin fee / account holder | $36 | $8,285-99.6% | $6,101-99.4% | $11,596-99.7% |