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 | $18,275 | $112,881-83.8% | $90,951-79.9% | $158,922-88.5% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 16.79% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $800 | $2,893-72.4% | $2,122-62.3% | $4,761-83.2% |
| Participant deferral / active EE | $2,972 | $4,128-28.0% | $3,373-11.9% | $5,982-50.3% |
| Admin fee / account holder | $6 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |