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 | $17,125 | $83,908-79.6% | $68,509-75.0% | $125,391-86.3% |
| Participation rate | 89.5% | 78.2%+11.3pp | 74.7%+14.7pp | 83.2%+6.3pp |
| Annual return | 27.38% | 14.48%+12.9pp | 8.27%+19.1pp | 282.22%-254.8pp |
| Employer contribution / active EE | $3,344 | $3,031+10.3% | $2,278+46.8% | $4,866-31.3% |
| Participant deferral / active EE | $2,592 | $4,125-37.2% | $3,382-23.4% | $5,352-51.6% |
| Admin fee / account holder | $52 | $8,982-99.4% | $5,275-99.0% | $9,540-99.5% |