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 | $18,000 | $198,466-90.9% | $170,442-89.4% | $147,584-87.8% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 9.83% | 257.29%-247.5pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,615 | $6,184-57.7% | $5,433-51.9% | $4,876-46.4% |
| Participant deferral / active EE | $3,286 | $5,629-41.6% | $4,939-33.5% | $5,439-39.6% |
| Admin fee / account holder | $41 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |