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 | $10,150 | $73,515-86.2% | $62,995-83.9% | $147,584-93.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 19.50% | 175.43%-155.9pp | 87.57%-68.1pp | 578.55%-559.1pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,027 | $4,185-3.8% | $3,329+20.9% | $5,439-26.0% |
| Admin fee / account holder | $137 | $5,953-97.7% | $3,600-96.2% | $10,885-98.7% |