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 | $12,936 | $73,933-82.5% | $96,683-86.6% | $75,163-82.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 41.83% | 26.70%+15.1pp | 35.69%+6.1pp | 160.62%-118.8pp |
| Employer contribution / active EE | $3,138 | $2,928+7.2% | $3,737-16.0% | $2,670+17.5% |
| Participant deferral / active EE | $5,417 | $3,659+48.1% | $4,878+11.1% | $4,125+31.3% |
| Admin fee / account holder | $73 | $5,216-98.6% | $6,730-98.9% | $5,651-98.7% |