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 | $13,432 | $179,726-92.5% | $156,263-91.4% | $142,382-90.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.46% | 77.86%-54.4pp | 59.47%-36.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,875 | $5,069-63.0% | $4,333-56.7% | $4,299-56.4% |
| Participant deferral / active EE | $3,397 | $6,956-51.2% | $6,158-44.8% | $6,507-47.8% |
| Admin fee / account holder | $109 | $17,272-99.4% | $14,255-99.2% | $12,624-99.1% |