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 | $11,973 | $72,277-83.4% | $101,248-88.2% | $79,858-85.0% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 133.52% | 22.30%+111.2pp | 46.47%+87.0pp | 31.71%+101.8pp |
| Employer contribution / active EE | $4,504 | $2,692+67.3% | $3,660+23.1% | $2,471+82.3% |
| Participant deferral / active EE | $4,016 | $3,282+22.4% | $4,370-8.1% | $3,740+7.4% |
| Admin fee / account holder | $107 | $4,400-97.6% | $5,945-98.2% | $5,306-98.0% |