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 | $10,622 | $127,065-91.6% | $113,168-90.6% | $142,382-92.5% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 21.01% | 24.03%-3.0pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,405 | $3,442-59.2% | $2,975-52.8% | $4,299-67.3% |
| Participant deferral / active EE | $2,643 | $5,716-53.8% | $5,107-48.2% | $6,507-59.4% |
| Admin fee / account holder | $176 | $15,736-98.9% | $12,068-98.5% | $12,624-98.6% |