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 | $12,757 | $132,634-90.4% | $115,768-89.0% | $137,256-90.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.4%+7.4pp | 80.0%+1.9pp |
| Annual return | 22.62% | 160.70%-138.1pp | 100.46%-77.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,726 | $3,360-48.6% | $2,940-41.3% | $4,156-58.5% |
| Participant deferral / active EE | $2,573 | $5,619-54.2% | $4,917-47.7% | $6,407-59.8% |
| Admin fee / account holder | $24 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |