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 6-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 | $13,748 | $70,475-80.5% | $100,516-86.3% | $79,858-82.8% |
| Participation rate | 88.5% | 73.7%+14.9pp | 79.4%+9.1pp | 69.6%+18.9pp |
| Annual return | 263.97% | 21.90%+242.1pp | 30.89%+233.1pp | 31.71%+232.3pp |
| Employer contribution / active EE | $1,016 | $2,165-53.0% | $3,418-70.3% | $2,471-58.9% |
| Participant deferral / active EE | $8,886 | $5,181+71.5% | $6,270+41.7% | $3,740+137.6% |
| Admin fee / account holder | $294 | $4,478-93.4% | $8,081-96.4% | $5,306-94.5% |