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 | $10,304 | $86,929-88.1% | $102,423-89.9% | $80,856-87.3% |
| Participation rate | 88.7% | 72.4%+16.3pp | 76.5%+12.2pp | 67.6%+21.1pp |
| Annual return | 11.04% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,201 | $2,369-49.3% | $3,023-60.3% | $2,755-56.4% |
| Participant deferral / active EE | $2,626 | $4,118-36.2% | $5,053-48.0% | $4,296-38.9% |
| Admin fee / account holder | $182 | $8,049-97.7% | $9,451-98.1% | $6,918-97.4% |