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 | $9,461 | $106,890-91.1% | $84,015-88.7% | $152,861-93.8% |
| Participation rate | 81.0% | 75.2%+5.7pp | 69.0%+11.9pp | 82.4%-1.5pp |
| Annual return | 25.47% | 104.99%-79.5pp | 71.31%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,158 | $2,734-57.7% | $1,983-41.6% | $4,762-75.7% |
| Participant deferral / active EE | $1,167 | $4,011-70.9% | $3,239-64.0% | $5,850-80.1% |
| Admin fee / account holder | $53 | $8,285-99.4% | $6,101-99.1% | $11,596-99.5% |