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 | $19,114 | $201,272-90.5% | $184,203-89.6% | $145,922-86.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.02% | 29.00%+7.0pp | 28.81%+7.2pp | 561.29%-525.3pp |
| Employer contribution / active EE | $1,501 | $7,022-78.6% | $6,427-76.6% | $4,660-67.8% |
| Participant deferral / active EE | $14,032 | $9,806+43.1% | $9,131+53.7% | $6,688+109.8% |
| Admin fee / account holder | $9 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |