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 | $20,363 | $98,750-79.4% | $149,696-86.4% | $79,858-74.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 31.37% | 27.43%+3.9pp | 276.60%-245.2pp | 31.71%-0.3pp |
| Employer contribution / active EE | $1,597 | $3,216-50.4% | $4,644-65.6% | $2,471-35.4% |
| Participant deferral / active EE | $2,827 | $5,680-50.2% | $6,842-58.7% | $3,740-24.4% |
| Admin fee / account holder | $43 | $6,053-99.3% | $9,309-99.5% | $5,306-99.2% |