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 5-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 | $16,414 | $108,825-84.9% | $156,181-89.5% | $82,448-80.1% |
| Participation rate | 84.0% | 72.4%+11.6pp | 78.8%+5.2pp | 68.1%+15.9pp |
| Annual return | 19.97% | 20.59%-0.6pp | 64.87%-44.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,093 | $2,870-61.9% | $4,294-74.6% | $2,551-57.2% |
| Participant deferral / active EE | $2,453 | $4,577-46.4% | $6,132-60.0% | $4,139-40.7% |
| Admin fee / account holder | $7 | $9,341-99.9% | $14,586-100.0% | $7,234-99.9% |