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 | $16,977 | $159,901-89.4% | $146,958-88.4% | $145,922-88.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 18.36% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,993 | $5,286-62.3% | $4,933-59.6% | $4,660-57.2% |
| Participant deferral / active EE | $4,455 | $8,428-47.1% | $8,070-44.8% | $6,688-33.4% |
| Admin fee / account holder | $96 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |