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 | $13,201 | $101,724-87.0% | $164,813-92.0% | $80,856-83.7% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.6%+8.4pp |
| Annual return | 13.21% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,393 | $2,953-52.8% | $4,341-67.9% | $2,755-49.4% |
| Participant deferral / active EE | $2,945 | $4,477-34.2% | $6,031-51.2% | $4,296-31.4% |
| Admin fee / account holder | $219 | $8,227-97.3% | $12,690-98.3% | $6,918-96.8% |