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 4-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 | $14,174 | $175,202-91.9% | $149,673-90.5% | $139,434-89.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 30.64% | 166.71%-136.1pp | 134.42%-103.8pp | 372.94%-342.3pp |
| Employer contribution / active EE | $2,240 | $5,474-59.1% | $4,818-53.5% | $4,751-52.8% |
| Participant deferral / active EE | $6,041 | $6,519-7.3% | $5,680+6.4% | $6,710-10.0% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |