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 | $20,120 | $89,355-77.5% | $141,162-85.7% | $72,985-72.4% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 42.33% | 111.85%-69.5pp | 71.39%-29.1pp | 81.00%-38.7pp |
| Employer contribution / active EE | $2,728 | $3,114-12.4% | $4,735-42.4% | $2,440+11.8% |
| Participant deferral / active EE | $6,421 | $5,418+18.5% | $6,709-4.3% | $3,607+78.0% |
| Admin fee / account holder | $4 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |