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 | $177,572-94.1% | $154,803-93.2% | $142,382-92.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 117.04% | 65.07%+52.0pp | 58.88%+58.2pp | 217.08%-100.0pp |
| Employer contribution / active EE | $1,452 | $4,810-69.8% | $4,305-66.3% | $4,299-66.2% |
| Participant deferral / active EE | $1,943 | $6,272-69.0% | $5,540-64.9% | $6,507-70.1% |
| Admin fee / account holder | $16 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |