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 | $21,599 | $95,803-77.5% | $113,168-80.9% | $84,808-74.5% |
| Participation rate | 87.1% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.8pp |
| Annual return | 24.19% | 25.00%-0.8pp | 24.27%-0.1pp | 40.90%-16.7pp |
| Employer contribution / active EE | $3,106 | $2,360+31.6% | $2,975+4.4% | $2,631+18.0% |
| Participant deferral / active EE | $5,859 | $4,242+38.1% | $5,107+14.7% | $4,212+39.1% |
| Admin fee / account holder | $272 | $8,989-97.0% | $12,068-97.7% | $7,344-96.3% |