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 9-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 | $14,475 | $107,334-86.5% | $92,893-84.4% | $152,861-90.5% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 26.36% | 145.58%-119.2pp | 109.41%-83.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,023 | $4,221-52.1% | $3,653-44.6% | $4,762-57.5% |
| Participant deferral / active EE | $5,058 | $4,845+4.4% | $4,236+19.4% | $5,850-13.5% |
| Admin fee / account holder | $200 | $7,079-97.2% | $5,794-96.6% | $11,596-98.3% |