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 | $13,726 | $110,257-87.6% | $96,544-85.8% | $139,434-90.2% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 29.43% | 26.32%+3.1pp | 25.84%+3.6pp | 372.94%-343.5pp |
| Employer contribution / active EE | $2,546 | $3,620-29.7% | $2,965-14.1% | $4,751-46.4% |
| Participant deferral / active EE | $3,698 | $5,548-33.3% | $4,851-23.8% | $6,710-44.9% |
| Admin fee / account holder | $54 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |