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 | $7,773 | $177,572-95.6% | $154,803-95.0% | $142,382-94.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 30.40% | 65.07%-34.7pp | 58.88%-28.5pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,508 | $4,810-68.6% | $4,305-65.0% | $4,299-64.9% |
| Participant deferral / active EE | $1,880 | $6,272-70.0% | $5,540-66.1% | $6,507-71.1% |
| Admin fee / account holder | $61 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |