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 9-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 | $15,202 | $149,734-89.8% | $118,925-87.2% | $158,922-90.4% |
| Participation rate | 86.7% | 82.1%+4.6pp | 75.4%+11.3pp | 82.0%+4.7pp |
| Annual return | 26.00% | 19.95%+6.1pp | 35.88%-9.9pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,393 | $4,115-66.2% | $3,263-57.3% | $4,761-70.8% |
| Participant deferral / active EE | $3,713 | $5,223-28.9% | $4,265-12.9% | $5,982-37.9% |
| Admin fee / account holder | $25 | $8,603-99.7% | $6,581-99.6% | $11,246-99.8% |