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 | $15,791 | $159,602-90.1% | $150,045-89.5% | $142,382-88.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 28.04% | 70.24%-42.2pp | 62.55%-34.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,372 | $4,961-52.2% | $4,693-49.5% | $4,299-44.8% |
| Participant deferral / active EE | $2,505 | $8,310-69.9% | $7,997-68.7% | $6,507-61.5% |
| Admin fee / account holder | $92 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |