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 | $10,300 | $111,724-90.8% | $93,606-89.0% | $145,922-92.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 25.78% | 202.98%-177.2pp | 133.20%-107.4pp | 561.29%-535.5pp |
| Employer contribution / active EE | $2,617 | $3,090-15.3% | $2,420+8.1% | $4,660-43.8% |
| Participant deferral / active EE | $2,309 | $4,912-53.0% | $4,411-47.7% | $6,688-65.5% |
| Admin fee / account holder | $27 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |