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 | $10,459 | $202,432-94.8% | $169,368-93.8% | $139,434-92.5% |
| Participation rate | 91.3% | 81.1%+10.2pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 41.00% | 531.74%-490.7pp | 405.60%-364.6pp | 372.94%-331.9pp |
| Employer contribution / active EE | $3,379 | $4,692-28.0% | $4,013-15.8% | $4,751-28.9% |
| Participant deferral / active EE | $4,309 | $6,938-37.9% | $6,221-30.7% | $6,710-35.8% |
| Admin fee / account holder | $53 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |