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 | $16,032 | $209,336-92.3% | $197,124-91.9% | $137,256-88.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.66% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,736 | $6,591-73.7% | $6,227-72.1% | $4,156-58.2% |
| Participant deferral / active EE | $3,303 | $9,614-65.6% | $9,135-63.8% | $6,407-48.5% |
| Admin fee / account holder | $218 | $17,308-98.7% | $16,298-98.7% | $12,270-98.2% |