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 | $8,991 | $172,111-94.8% | $150,298-94.0% | $137,256-93.4% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 25.39% | 69.37%-44.0pp | 62.79%-37.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,432 | $4,636-69.1% | $4,154-65.5% | $4,156-65.5% |
| Participant deferral / active EE | $4,256 | $6,166-31.0% | $5,453-21.9% | $6,407-33.6% |
| Admin fee / account holder | $257 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |