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 | $12,519 | $117,841-89.4% | $102,423-87.8% | $145,922-91.4% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 15.02% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,064 | $3,615-42.9% | $3,023-31.7% | $4,660-55.7% |
| Participant deferral / active EE | $5,626 | $5,731-1.8% | $5,053+11.3% | $6,688-15.9% |
| Admin fee / account holder | $149 | $13,326-98.9% | $9,451-98.4% | $13,397-98.9% |