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 | $18,751 | $77,813-75.9% | $123,544-84.8% | $64,186-70.8% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | 5.20% | 12.48%-7.3pp | 119.20%-114.0pp | 7.63%-2.4pp |
| Employer contribution / active EE | $2,868 | $3,014-4.8% | $4,628-38.0% | $2,381+20.5% |
| Participant deferral / active EE | $8,648 | $5,240+65.1% | $6,426+34.6% | $3,470+149.3% |
| Admin fee / account holder | $124 | $5,519-97.7% | $9,284-98.7% | $4,888-97.5% |