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 3-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 | $16,066 | $148,978-89.2% | $200,582-92.0% | $84,808-81.1% |
| Participation rate | 91.2% | 84.2%+6.9pp | 86.9%+4.3pp | 68.3%+22.9pp |
| Annual return | 68.77% | 28.16%+40.6pp | 42.33%+26.4pp | 40.90%+27.9pp |
| Employer contribution / active EE | $1,855 | $4,815-61.5% | $6,419-71.1% | $2,631-29.5% |
| Participant deferral / active EE | $5,203 | $7,142-27.1% | $9,331-44.2% | $4,212+23.5% |
| Admin fee / account holder | $165 | $13,977-98.8% | $16,305-99.0% | $7,344-97.8% |