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 | $17,843 | $102,317-82.6% | $146,958-87.9% | $80,856-77.9% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 210.13% | 134.76%+75.4pp | 418.34%-208.2pp | 35.59%+174.5pp |
| Employer contribution / active EE | $3,078 | $3,713-17.1% | $4,933-37.6% | $2,755+11.7% |
| Participant deferral / active EE | $5,387 | $6,644-18.9% | $8,070-33.2% | $4,296+25.4% |
| Admin fee / account holder | $292 | $7,941-96.3% | $12,998-97.8% | $6,918-95.8% |