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 | $12,563 | $133,922-90.6% | $116,228-89.2% | $142,382-91.2% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 21.07% | 147.76%-126.7pp | 90.06%-69.0pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,113 | $3,446-67.7% | $2,994-62.8% | $4,299-74.1% |
| Participant deferral / active EE | $2,629 | $5,672-53.6% | $4,953-46.9% | $6,507-59.6% |
| Admin fee / account holder | $24 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |