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 | $11,246 | $100,901-88.9% | $75,670-85.1% | $147,584-92.4% |
| Participation rate | 77.8% | 77.1%+0.6pp | 72.3%+5.4pp | 82.8%-5.1pp |
| Annual return | 116.66% | 35.78%+80.9pp | 27.34%+89.3pp | 578.55%-461.9pp |
| Employer contribution / active EE | $1,357 | $3,253-58.3% | $2,352-42.3% | $4,876-72.2% |
| Participant deferral / active EE | $2,090 | $4,027-48.1% | $3,142-33.5% | $5,439-61.6% |
| Admin fee / account holder | $103 | $11,285-99.1% | $5,800-98.2% | $10,885-99.1% |