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 | $25,232 | $152,587-83.5% | $125,175-79.8% | $152,861-83.5% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 20.19% | 54.84%-34.6pp | 43.79%-23.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,421 | $4,946-71.3% | $3,865-63.2% | $4,762-70.2% |
| Participant deferral / active EE | $1,857 | $5,868-68.4% | $4,937-62.4% | $5,850-68.3% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |