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 | $15,580 | $133,922-88.4% | $116,228-86.6% | $142,382-89.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 20.71% | 147.76%-127.0pp | 90.06%-69.3pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,149 | $3,446-66.7% | $2,994-61.6% | $4,299-73.3% |
| Participant deferral / active EE | $2,377 | $5,672-58.1% | $4,953-52.0% | $6,507-63.5% |
| Admin fee / account holder | $24 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |