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 | $12,308 | $185,822-93.4% | $169,993-92.8% | $139,434-91.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 34.79% | 60.50%-25.7pp | 53.37%-18.6pp | 372.94%-338.1pp |
| Employer contribution / active EE | $2,497 | $7,590-67.1% | $6,785-63.2% | $4,751-47.4% |
| Participant deferral / active EE | $3,800 | $11,622-67.3% | $10,408-63.5% | $6,710-43.4% |
| Admin fee / account holder | $122 | $15,381-99.2% | $12,815-99.0% | $11,403-98.9% |