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 | $17,360 | $209,336-91.7% | $197,124-91.2% | $137,256-87.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.71% | 48.09%-25.4pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,995 | $6,591-69.7% | $6,227-68.0% | $4,156-52.0% |
| Participant deferral / active EE | $5,475 | $9,614-43.1% | $9,135-40.1% | $6,407-14.5% |
| Admin fee / account holder | $32 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |