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 9-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 | $20,584 | $78,705-73.8% | $117,854-82.5% | $70,131-70.6% |
| Participation rate | 90.0% | 73.2%+16.8pp | 79.7%+10.3pp | 69.5%+20.5pp |
| Annual return | 26.77% | 23.30%+3.5pp | 335.08%-308.3pp | 73.14%-46.4pp |
| Employer contribution / active EE | $3,552 | $2,223+59.7% | $3,786-6.2% | $2,342+51.6% |
| Participant deferral / active EE | $6,855 | $3,297+107.9% | $4,482+53.0% | $3,332+105.8% |
| Admin fee / account holder | $242 | $5,065-95.2% | $8,020-97.0% | $4,645-94.8% |