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 | $24,955 | $98,750-74.7% | $149,696-83.3% | $79,858-68.8% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.6%+19.8pp |
| Annual return | 21.09% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,952 | $3,216-39.3% | $4,644-58.0% | $2,471-21.0% |
| Participant deferral / active EE | $5,391 | $5,680-5.1% | $6,842-21.2% | $3,740+44.2% |
| Admin fee / account holder | $274 | $6,053-95.5% | $9,309-97.1% | $5,306-94.8% |