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 | $11,488 | $177,572-93.5% | $154,803-92.6% | $142,382-91.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 24.72% | 65.07%-40.3pp | 58.88%-34.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,180 | $4,810-75.5% | $4,305-72.6% | $4,299-72.6% |
| Participant deferral / active EE | $3,417 | $6,272-45.5% | $5,540-38.3% | $6,507-47.5% |
| Admin fee / account holder | $47 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |