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 6-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 | $17,082 | $209,411-91.8% | $178,490-90.4% | $158,922-89.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.39% | 188.75%-158.4pp | 151.07%-120.7pp | 302.83%-272.4pp |
| Employer contribution / active EE | $3,586 | $5,706-37.2% | $5,011-28.4% | $4,761-24.7% |
| Participant deferral / active EE | $4,394 | $5,954-26.2% | $5,202-15.5% | $5,982-26.5% |
| Admin fee / account holder | $10 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |