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 4-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 | $21,056 | $93,571-77.5% | $135,903-84.5% | $75,163-72.0% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 267.27% | 30.90%+236.4pp | 68.23%+199.0pp | 160.62%+106.6pp |
| Employer contribution / active EE | $2,063 | $3,537-41.7% | $4,856-57.5% | $2,670-22.7% |
| Participant deferral / active EE | $3,479 | $6,404-45.7% | $7,758-55.2% | $4,125-15.7% |
| Admin fee / account holder | $10 | $6,975-99.9% | $10,762-99.9% | $5,651-99.8% |