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 | $15,062 | $176,662-91.5% | $130,648-88.5% | $152,861-90.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 15.21% | 2692.24%-2677.0pp | 1708.96%-1693.7pp | 345.32%-330.1pp |
| Employer contribution / active EE | $1,761 | $5,742-69.3% | $4,092-57.0% | $4,762-63.0% |
| Participant deferral / active EE | $1,706 | $4,361-60.9% | $3,603-52.7% | $5,850-70.8% |
| Admin fee / account holder | $96 | $7,133-98.7% | $5,464-98.2% | $11,596-99.2% |