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 | $15,496 | $159,901-90.3% | $146,958-89.5% | $145,922-89.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 22.48% | 98.13%-75.7pp | 418.34%-395.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $2,239 | $5,286-57.7% | $4,933-54.6% | $4,660-52.0% |
| Participant deferral / active EE | $5,304 | $8,428-37.1% | $8,070-34.3% | $6,688-20.7% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |