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 7-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 | $12,406 | $91,190-86.4% | $178,490-93.0% | $79,858-84.5% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 34.38% | 24.19%+10.2pp | 151.07%-116.7pp | 31.71%+2.7pp |
| Employer contribution / active EE | $2,829 | $3,256-13.1% | $5,011-43.5% | $2,471+14.5% |
| Participant deferral / active EE | $6,787 | $3,236+109.7% | $5,202+30.5% | $3,740+81.5% |
| Admin fee / account holder | $269 | $6,751-96.0% | $13,984-98.1% | $5,306-94.9% |