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 6-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 | $21,106 | $166,020-87.3% | $164,866-87.2% | $145,959-85.5% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 13.38% | 100.08%-86.7pp | 69.97%-56.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,223 | $5,275-76.8% | $4,343-71.8% | $4,661-73.8% |
| Participant deferral / active EE | $4,410 | $6,961-36.6% | $6,033-26.9% | $6,689-34.1% |
| Admin fee / account holder | $194 | $16,644-98.8% | $12,689-98.5% | $13,398-98.6% |