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 | $21,043 | $202,318-89.6% | $172,739-87.8% | $152,861-86.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 24.30% | 1029.65%-1005.4pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,529 | $5,856-73.9% | $5,143-70.3% | $4,762-67.9% |
| Participant deferral / active EE | $6,477 | $5,948+8.9% | $5,198+24.6% | $5,850+10.7% |
| Admin fee / account holder | $105 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |