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 | $16,167 | $165,335-90.2% | $149,696-89.2% | $158,922-89.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.97% | 348.15%-320.2pp | 276.60%-248.6pp | 302.83%-274.9pp |
| Employer contribution / active EE | $1,807 | $5,103-64.6% | $4,644-61.1% | $4,761-62.1% |
| Participant deferral / active EE | $3,059 | $7,181-57.4% | $6,842-55.3% | $5,982-48.9% |
| Admin fee / account holder | $50 | $10,807-99.5% | $9,309-99.5% | $11,246-99.6% |