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 | $13,322 | $140,578-90.5% | $100,671-86.8% | $125,391-89.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.16% | 24.67%-22.5pp | 20.43%-18.3pp | 282.22%-280.1pp |
| Employer contribution / active EE | $1,449 | $5,965-75.7% | $4,012-63.9% | $4,866-70.2% |
| Participant deferral / active EE | $2,043 | $3,981-48.7% | $3,144-35.0% | $5,352-61.8% |
| Admin fee / account holder | $141 | $6,716-97.9% | $4,850-97.1% | $9,540-98.5% |