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 | $13,137 | $175,202-92.5% | $149,673-91.2% | $139,434-90.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 35.44% | 166.71%-131.3pp | 134.42%-99.0pp | 372.94%-337.5pp |
| Employer contribution / active EE | $1,820 | $5,474-66.7% | $4,818-62.2% | $4,751-61.7% |
| Participant deferral / active EE | $6,769 | $6,519+3.8% | $5,680+19.2% | $6,710+0.9% |
| Admin fee / account holder | $190 | $16,150-98.8% | $13,210-98.6% | $11,403-98.3% |