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 | $6,449 | $114,381-94.4% | $107,525-94.0% | $142,382-95.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 21.19% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,151 | $4,015-46.4% | $3,754-42.7% | $4,299-50.0% |
| Participant deferral / active EE | $2,673 | $5,564-52.0% | $5,116-47.8% | $6,507-58.9% |
| Admin fee / account holder | $134 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |