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 | $13,446 | $175,202-92.3% | $149,673-91.0% | $139,434-90.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 22.05% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,903 | $5,474-47.0% | $4,818-39.7% | $4,751-38.9% |
| Participant deferral / active EE | $3,465 | $6,519-46.8% | $5,680-39.0% | $6,710-48.4% |
| Admin fee / account holder | $44 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |