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 | $21,138 | $179,726-88.2% | $156,263-86.5% | $142,382-85.2% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 25.23% | 77.86%-52.6pp | 59.47%-34.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,973 | $5,069-61.1% | $4,333-54.5% | $4,299-54.1% |
| Participant deferral / active EE | $6,002 | $6,956-13.7% | $6,158-2.5% | $6,507-7.8% |
| Admin fee / account holder | $32 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |