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 3-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 | $15,394 | $117,841-86.9% | $102,423-85.0% | $145,922-89.5% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 16.93% | 31.65%-14.7pp | 29.32%-12.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,326 | $3,615-35.7% | $3,023-23.1% | $4,660-50.1% |
| Participant deferral / active EE | $4,115 | $5,731-28.2% | $5,053-18.6% | $6,688-38.5% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |