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 | $12,669 | $109,881-88.5% | $150,045-91.6% | $84,808-85.1% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 27.23% | 28.25%-1.0pp | 62.55%-35.3pp | 40.90%-13.7pp |
| Employer contribution / active EE | $2,177 | $3,561-38.9% | $4,693-53.6% | $2,631-17.2% |
| Participant deferral / active EE | $3,933 | $6,636-40.7% | $7,997-50.8% | $4,212-6.6% |
| Admin fee / account holder | $238 | $8,568-97.2% | $13,435-98.2% | $7,344-96.8% |