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 3-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 | $7,955 | $71,050-88.8% | $93,606-91.5% | $80,856-90.2% |
| Participation rate | 89.7% | 60.4%+29.3pp | 68.7%+21.0pp | 67.6%+22.1pp |
| Annual return | 24.79% | 11.26%+13.5pp | 133.20%-108.4pp | 35.59%-10.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,267 | $4,034+5.8% | $4,411-3.3% | $4,296-0.7% |
| Admin fee / account holder | $26 | $6,945-99.6% | $8,285-99.7% | $6,918-99.6% |