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 | $19,951 | $185,822-89.3% | $169,993-88.3% | $139,434-85.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.01% | 60.50%-27.5pp | 53.37%-20.4pp | 372.94%-339.9pp |
| Employer contribution / active EE | $2,317 | $7,590-69.5% | $6,785-65.8% | $4,751-51.2% |
| Participant deferral / active EE | $11,005 | $11,622-5.3% | $10,408+5.7% | $6,710+64.0% |
| Admin fee / account holder | $69 | $15,381-99.5% | $12,815-99.5% | $11,403-99.4% |