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 | $22,412 | $94,031-76.2% | $115,768-80.6% | $82,448-72.8% |
| Participation rate | 77.8% | 70.4%+7.4pp | 74.4%+3.4pp | 68.1%+9.7pp |
| Annual return | 22.25% | 20.61%+1.6pp | 100.46%-78.2pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,846 | $2,323-20.6% | $2,940-37.2% | $2,551-27.6% |
| Participant deferral / active EE | $2,454 | $3,972-38.2% | $4,917-50.1% | $4,139-40.7% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |