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 | $15,965 | $78,705-79.7% | $117,854-86.5% | $70,131-77.2% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 56.26% | 23.30%+33.0pp | 335.08%-278.8pp | 73.14%-16.9pp |
| Employer contribution / active EE | $1,524 | $2,223-31.5% | $3,786-59.7% | $2,342-34.9% |
| Participant deferral / active EE | $3,961 | $3,297+20.1% | $4,482-11.6% | $3,332+18.9% |
| Admin fee / account holder | $156 | $5,065-96.9% | $8,020-98.1% | $4,645-96.6% |