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 | $14,559 | $154,228-90.6% | $145,433-90.0% | $137,256-89.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 21.08% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,516 | $4,804-68.4% | $4,554-66.7% | $4,156-63.5% |
| Participant deferral / active EE | $8,341 | $8,216+1.5% | $7,897+5.6% | $6,407+30.2% |
| Admin fee / account holder | $36 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |