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 | $23,529 | $95,803-75.4% | $113,168-79.2% | $84,808-72.3% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 20.33% | 25.00%-4.7pp | 24.27%-3.9pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,077 | $2,360-12.0% | $2,975-30.2% | $2,631-21.0% |
| Participant deferral / active EE | $5,607 | $4,242+32.2% | $5,107+9.8% | $4,212+33.1% |
| Admin fee / account holder | $37 | $8,989-99.6% | $12,068-99.7% | $7,344-99.5% |