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 | $8,439 | $71,050-88.1% | $93,606-91.0% | $80,856-89.6% |
| Participation rate | 98.3% | 60.4%+37.9pp | 68.7%+29.6pp | 67.6%+30.7pp |
| Annual return | 17.04% | 11.26%+5.8pp | 133.20%-116.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,466 | $1,564+57.7% | $2,420+1.9% | $2,755-10.5% |
| Participant deferral / active EE | $1,440 | $4,034-64.3% | $4,411-67.4% | $4,296-66.5% |
| Admin fee / account holder | $112 | $6,945-98.4% | $8,285-98.6% | $6,918-98.4% |