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 | $11,274 | $99,652-88.7% | $78,778-85.7% | $147,584-92.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 18.31% | 47.28%-29.0pp | 35.62%-17.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $636 | $2,796-77.3% | $1,986-68.0% | $4,876-87.0% |
| Participant deferral / active EE | $3,244 | $3,664-11.5% | $2,958+9.7% | $5,439-40.4% |
| Admin fee / account holder | $163 | $7,155-97.7% | $5,134-96.8% | $10,885-98.5% |