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 8-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 | $17,246 | $152,587-88.7% | $125,175-86.2% | $152,861-88.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 26.61% | 54.84%-28.2pp | 43.79%-17.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,184 | $4,946-76.1% | $3,865-69.4% | $4,762-75.1% |
| Participant deferral / active EE | $11,128 | $5,868+89.6% | $4,937+125.4% | $5,850+90.2% |
| Admin fee / account holder | $156 | $13,434-98.8% | $9,702-98.4% | $11,596-98.7% |