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 | $17,789 | $127,065-86.0% | $113,168-84.3% | $142,382-87.5% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 20.69% | 24.03%-3.3pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,558 | $3,442-54.7% | $2,975-47.6% | $4,299-63.8% |
| Participant deferral / active EE | $2,468 | $5,716-56.8% | $5,107-51.7% | $6,507-62.1% |
| Admin fee / account holder | $138 | $15,736-99.1% | $12,068-98.9% | $12,624-98.9% |