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 | $13,720 | $86,929-84.2% | $102,423-86.6% | $80,856-83.0% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 24.39% | 18.88%+5.5pp | 29.32%-4.9pp | 35.59%-11.2pp |
| Employer contribution / active EE | $2,787 | $2,369+17.6% | $3,023-7.8% | $2,755+1.2% |
| Participant deferral / active EE | $4,030 | $4,118-2.2% | $5,053-20.3% | $4,296-6.2% |
| Admin fee / account holder | $181 | $8,049-97.7% | $9,451-98.1% | $6,918-97.4% |