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 3-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 | $14,220 | $117,859-87.9% | $102,438-86.1% | $145,959-90.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 13.86% | 31.72%-17.9pp | 29.37%-15.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,771 | $3,615-51.0% | $3,024-41.4% | $4,661-62.0% |
| Participant deferral / active EE | $2,138 | $5,732-62.7% | $5,054-57.7% | $6,689-68.0% |
| Admin fee / account holder | $102 | $13,318-99.2% | $9,448-98.9% | $13,398-99.2% |