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 8-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 | $9,732 | $63,861-84.8% | $104,607-90.7% | $79,858-87.8% |
| Participation rate | 92.3% | 64.9%+27.4pp | 74.1%+18.2pp | 69.6%+22.7pp |
| Annual return | 34.75% | 21.30%+13.4pp | 340.46%-305.7pp | 31.71%+3.0pp |
| Employer contribution / active EE | $1,635 | $1,588+2.9% | $2,681-39.0% | $2,471-33.8% |
| Participant deferral / active EE | $3,317 | $2,693+23.1% | $3,740-11.3% | $3,740-11.3% |
| Admin fee / account holder | $84 | $4,185-98.0% | $6,473-98.7% | $5,306-98.4% |