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 6-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 | $21,556 | $108,825-80.2% | $156,181-86.2% | $82,448-73.9% |
| Participation rate | 80.3% | 72.4%+8.0pp | 78.8%+1.5pp | 68.1%+12.3pp |
| Annual return | 75.52% | 20.59%+54.9pp | 64.87%+10.6pp | 41.64%+33.9pp |
| Employer contribution / active EE | $1,428 | $2,870-50.2% | $4,294-66.7% | $2,551-44.0% |
| Participant deferral / active EE | $2,868 | $4,577-37.3% | $6,132-53.2% | $4,139-30.7% |
| Admin fee / account holder | $237 | $9,341-97.5% | $14,586-98.4% | $7,234-96.7% |