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 | $13,111 | $175,202-92.5% | $149,673-91.2% | $139,434-90.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 25.49% | 166.71%-141.2pp | 134.42%-108.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,024 | $5,474-63.0% | $4,818-58.0% | $4,751-57.4% |
| Participant deferral / active EE | $5,220 | $6,519-19.9% | $5,680-8.1% | $6,710-22.2% |
| Admin fee / account holder | $37 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |