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 7-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 | $13,044 | $124,281-89.5% | $109,143-88.0% | $167,490-92.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.69% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $7,574 | $4,207+80.0% | $3,722+103.5% | $4,837+56.6% |
| Participant deferral / active EE | $3,504 | $5,255-33.3% | $4,653-24.7% | $6,341-44.7% |
| Admin fee / account holder | $139 | $7,970-98.3% | $6,752-97.9% | $12,309-98.9% |