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 | $10,535 | $172,111-93.9% | $150,298-93.0% | $137,256-92.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 117.04% | 69.37%+47.7pp | 62.79%+54.3pp | 220.34%-103.3pp |
| Employer contribution / active EE | $1,452 | $4,636-68.7% | $4,154-65.1% | $4,156-65.1% |
| Participant deferral / active EE | $1,943 | $6,166-68.5% | $5,453-64.4% | $6,407-69.7% |
| Admin fee / account holder | $16 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |