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 7-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 | $15,438 | $115,770-86.7% | $101,248-84.8% | $158,922-90.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 25.23% | 56.14%-30.9pp | 46.47%-21.2pp | 302.83%-277.6pp |
| Employer contribution / active EE | $2,046 | $4,175-51.0% | $3,660-44.1% | $4,761-57.0% |
| Participant deferral / active EE | $3,498 | $4,957-29.4% | $4,370-20.0% | $5,982-41.5% |
| Admin fee / account holder | $138 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |