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 | $15,150 | $148,534-89.8% | $135,903-88.9% | $139,434-89.1% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 31.86% | 79.19%-47.3pp | 68.23%-36.4pp | 372.94%-341.1pp |
| Employer contribution / active EE | $3,309 | $5,243-36.9% | $4,856-31.9% | $4,751-30.4% |
| Participant deferral / active EE | $5,823 | $8,100-28.1% | $7,758-24.9% | $6,710-13.2% |
| Admin fee / account holder | $66 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |