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 8-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 | $15,072 | $63,861-76.4% | $104,607-85.6% | $79,858-81.1% |
| Participation rate | 74.2% | 64.9%+9.3pp | 74.1%+0.1pp | 69.6%+4.6pp |
| Annual return | 14.83% | 21.30%-6.5pp | 340.46%-325.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,412 | $1,588-11.1% | $2,681-47.3% | $2,471-42.8% |
| Participant deferral / active EE | $1,353 | $2,693-49.8% | $3,740-63.8% | $3,740-63.8% |
| Admin fee / account holder | $12 | $4,185-99.7% | $6,473-99.8% | $5,306-99.8% |