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 | $12,489 | $98,240-87.3% | $82,313-84.8% | $147,584-91.5% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 11.24% | 30.85%-19.6pp | 25.88%-14.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,355 | $3,192-57.5% | $2,428-44.2% | $4,876-72.2% |
| Participant deferral / active EE | $5,356 | $4,383+22.2% | $3,706+44.5% | $5,439-1.5% |
| Admin fee / account holder | $183 | $8,563-97.9% | $5,608-96.7% | $10,885-98.3% |