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 | $15,766 | $110,257-85.7% | $96,544-83.7% | $139,434-88.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.29% | 26.32%-11.0pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,676 | $3,620+1.6% | $2,965+24.0% | $4,751-22.6% |
| Participant deferral / active EE | $5,764 | $5,548+3.9% | $4,851+18.8% | $6,710-14.1% |
| Admin fee / account holder | $146 | $11,591-98.7% | $8,252-98.2% | $11,403-98.7% |