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 8-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 | $20,494 | $152,587-86.6% | $125,175-83.6% | $152,861-86.6% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 196.54% | 54.84%+141.7pp | 43.79%+152.8pp | 345.32%-148.8pp |
| Employer contribution / active EE | $2,190 | $4,946-55.7% | $3,865-43.4% | $4,762-54.0% |
| Participant deferral / active EE | $2,861 | $5,868-51.2% | $4,937-42.1% | $5,850-51.1% |
| Admin fee / account holder | $46 | $13,434-99.7% | $9,702-99.5% | $11,596-99.6% |