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 | $15,043 | $63,861-76.4% | $104,607-85.6% | $79,858-81.2% |
| Participation rate | 78.2% | 64.9%+13.3pp | 74.1%+4.1pp | 69.6%+8.5pp |
| Annual return | 20.79% | 21.30%-0.5pp | 340.46%-319.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $2,018 | $1,588+27.1% | $2,681-24.7% | $2,471-18.3% |
| Participant deferral / active EE | $4,320 | $2,693+60.4% | $3,740+15.5% | $3,740+15.5% |
| Admin fee / account holder | $46 | $4,185-98.9% | $6,473-99.3% | $5,306-99.1% |