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 | $10,866 | $148,534-92.7% | $135,903-92.0% | $139,434-92.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 41.85% | 79.19%-37.3pp | 68.23%-26.4pp | 372.94%-331.1pp |
| Employer contribution / active EE | $3,062 | $5,243-41.6% | $4,856-36.9% | $4,751-35.5% |
| Participant deferral / active EE | $6,655 | $8,100-17.8% | $7,758-14.2% | $6,710-0.8% |
| Admin fee / account holder | $14 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |