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 4-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 | $25,616 | $86,929-70.5% | $102,423-75.0% | $80,856-68.3% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.6%+14.4pp |
| Annual return | 31.96% | 18.88%+13.1pp | 29.32%+2.6pp | 35.59%-3.6pp |
| Employer contribution / active EE | $2,388 | $2,369+0.8% | $3,023-21.0% | $2,755-13.3% |
| Participant deferral / active EE | $4,370 | $4,118+6.1% | $5,053-13.5% | $4,296+1.7% |
| Admin fee / account holder | $154 | $8,049-98.1% | $9,451-98.4% | $6,918-97.8% |