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 | $179,726-91.3% | $156,263-90.0% | $142,382-89.1% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.9%+15.8pp | 80.1%+14.6pp |
| Annual return | 23.32% | 77.86%-54.5pp | 59.47%-36.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,858 | $5,069-43.6% | $4,333-34.1% | $4,299-33.5% |
| Participant deferral / active EE | $4,280 | $6,956-38.5% | $6,158-30.5% | $6,507-34.2% |
| Admin fee / account holder | $115 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |