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 | $29,916 | $95,803-68.8% | $113,168-73.6% | $84,808-64.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.69% | 25.00%-5.3pp | 24.27%-4.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,356 | $2,360+42.2% | $2,975+12.8% | $2,631+27.5% |
| Participant deferral / active EE | $6,143 | $4,242+44.8% | $5,107+20.3% | $4,212+45.9% |
| Admin fee / account holder | $194 | $8,989-97.8% | $12,068-98.4% | $7,344-97.4% |