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 | $146,267-89.0% | $197,124-91.8% | $82,448-80.5% |
| Participation rate | 91.2% | 84.0%+7.2pp | 86.7%+4.5pp | 68.1%+23.1pp |
| Annual return | 68.77% | 29.61%+39.2pp | 44.34%+24.4pp | 41.64%+27.1pp |
| Employer contribution / active EE | $1,855 | $4,723-60.7% | $6,227-70.2% | $2,551-27.3% |
| Participant deferral / active EE | $5,203 | $7,035-26.0% | $9,135-43.0% | $4,139+25.7% |
| Admin fee / account holder | $165 | $14,422-98.9% | $16,298-99.0% | $7,234-97.7% |