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 3-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 | $8,260 | $109,881-92.5% | $150,045-94.5% | $84,808-90.3% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 33.09% | 28.25%+4.8pp | 62.55%-29.5pp | 40.90%-7.8pp |
| Employer contribution / active EE | $2,119 | $3,561-40.5% | $4,693-54.8% | $2,631-19.4% |
| Participant deferral / active EE | $3,499 | $6,636-47.3% | $7,997-56.2% | $4,212-16.9% |
| Admin fee / account holder | $171 | $8,568-98.0% | $13,435-98.7% | $7,344-97.7% |