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 | $15,559 | $175,202-91.1% | $149,673-89.6% | $139,434-88.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.01% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,147 | $5,474-42.5% | $4,818-34.7% | $4,751-33.8% |
| Participant deferral / active EE | $5,963 | $6,519-8.5% | $5,680+5.0% | $6,710-11.1% |
| Admin fee / account holder | $190 | $16,150-98.8% | $13,210-98.6% | $11,403-98.3% |