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 5-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 | $18,664 | $89,753-79.2% | $107,525-82.6% | $84,808-78.0% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 31.28% | 29.48%+1.8pp | 181.32%-150.0pp | 40.90%-9.6pp |
| Employer contribution / active EE | $2,470 | $3,113-20.7% | $3,754-34.2% | $2,631-6.1% |
| Participant deferral / active EE | $4,749 | $4,056+17.1% | $5,116-7.2% | $4,212+12.8% |
| Admin fee / account holder | $127 | $7,222-98.2% | $8,919-98.6% | $7,344-98.3% |