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 9-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 | $11,295 | $60,124-81.2% | $90,404-87.5% | $79,858-85.9% |
| Participation rate | 89.7% | 65.0%+24.8pp | 72.7%+17.1pp | 69.6%+20.1pp |
| Annual return | 19.43% | 71.94%-52.5pp | 1293.02%-1273.6pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,371 | $2,068-33.7% | $3,262-58.0% | $2,471-44.5% |
| Participant deferral / active EE | $2,060 | $2,938-29.9% | $3,963-48.0% | $3,740-44.9% |
| Admin fee / account holder | $281 | $3,976-92.9% | $5,611-95.0% | $5,306-94.7% |