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 | $12,322 | $148,534-91.7% | $135,903-90.9% | $139,434-91.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 44.81% | 79.19%-34.4pp | 68.23%-23.4pp | 372.94%-328.1pp |
| Employer contribution / active EE | $2,357 | $5,243-55.1% | $4,856-51.5% | $4,751-50.4% |
| Participant deferral / active EE | $4,852 | $8,100-40.1% | $7,758-37.5% | $6,710-27.7% |
| Admin fee / account holder | $35 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |