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 5-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 | $16,009 | $163,101-90.2% | $136,749-88.3% | $142,382-88.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.89% | 27.54%-8.6pp | 24.33%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,186 | $4,117-46.9% | $3,400-35.7% | $4,299-49.1% |
| Participant deferral / active EE | $3,809 | $5,585-31.8% | $4,692-18.8% | $6,507-41.5% |
| Admin fee / account holder | $279 | $14,318-98.1% | $11,386-97.5% | $12,624-97.8% |