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 | $12,486 | $86,929-85.6% | $102,423-87.8% | $80,856-84.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.14% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,386 | $2,369+42.9% | $3,023+12.0% | $2,755+22.9% |
| Participant deferral / active EE | $3,252 | $4,118-21.0% | $5,053-35.6% | $4,296-24.3% |
| Admin fee / account holder | $103 | $8,049-98.7% | $9,451-98.9% | $6,918-98.5% |