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 | $17,067 | $201,272-91.5% | $184,203-90.7% | $145,922-88.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.30% | 29.00%-10.7pp | 28.81%-10.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,537 | $7,022-63.9% | $6,427-60.5% | $4,660-45.6% |
| Participant deferral / active EE | $12,682 | $9,806+29.3% | $9,131+38.9% | $6,688+89.6% |
| Admin fee / account holder | $173 | $16,364-98.9% | $13,901-98.8% | $13,397-98.7% |