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 | $18,426 | $67,606-72.7% | $82,313-77.6% | $70,131-73.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 57.03% | 21.57%+35.5pp | 25.88%+31.2pp | 73.14%-16.1pp |
| Employer contribution / active EE | $3,195 | $1,755+82.1% | $2,428+31.6% | $2,342+36.4% |
| Participant deferral / active EE | $8,721 | $2,987+192.0% | $3,706+135.3% | $3,332+161.8% |
| Admin fee / account holder | $49 | $4,512-98.9% | $5,608-99.1% | $4,645-98.9% |