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 | $15,560 | $178,174-91.3% | $156,181-90.0% | $137,256-88.7% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 23.32% | 84.19%-60.9pp | 64.87%-41.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,858 | $4,972-42.5% | $4,294-33.4% | $4,156-31.2% |
| Participant deferral / active EE | $4,280 | $6,888-37.9% | $6,132-30.2% | $6,407-33.2% |
| Admin fee / account holder | $115 | $17,404-99.3% | $14,586-99.2% | $12,270-99.1% |