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 | $11,633 | $106,749-89.1% | $145,433-92.0% | $82,448-85.9% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 23.89% | 27.59%-3.7pp | 66.58%-42.7pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,585 | $3,444-54.0% | $4,554-65.2% | $2,551-37.9% |
| Participant deferral / active EE | $2,736 | $6,519-58.0% | $7,897-65.4% | $4,139-33.9% |
| Admin fee / account holder | $207 | $8,390-97.5% | $13,129-98.4% | $7,234-97.1% |