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 3-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 | $12,375 | $209,336-94.1% | $197,124-93.7% | $137,256-91.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 31.81% | 48.09%-16.3pp | 44.34%-12.5pp | 220.34%-188.5pp |
| Employer contribution / active EE | $2,205 | $6,591-66.5% | $6,227-64.6% | $4,156-46.9% |
| Participant deferral / active EE | $3,100 | $9,614-67.8% | $9,135-66.1% | $6,407-51.6% |
| Admin fee / account holder | $53 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |