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 8-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 | $17,798 | $165,335-89.2% | $149,696-88.1% | $158,922-88.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.22% | 348.15%-305.9pp | 276.60%-234.4pp | 302.83%-260.6pp |
| Employer contribution / active EE | $5,876 | $5,103+15.1% | $4,644+26.5% | $4,761+23.4% |
| Participant deferral / active EE | $5,480 | $7,181-23.7% | $6,842-19.9% | $5,982-8.4% |
| Admin fee / account holder | $58 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |