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 | $30,628 | $153,772-80.1% | $133,980-77.1% | $273,961-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 19.90% | 36.51%-16.6pp | 29.30%-9.4pp | 41.45%-21.6pp |
| Employer contribution / active EE | $3,991 | $6,029-33.8% | $5,211-23.4% | $4,869-18.0% |
| Participant deferral / active EE | $12,453 | $6,958+79.0% | $6,282+98.2% | $5,287+135.5% |
| Admin fee / account holder | $186 | $11,765-98.4% | $9,324-98.0% | $10,132-98.2% |