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 | $18,045 | $209,336-91.4% | $197,124-90.8% | $137,256-86.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.17% | 48.09%-24.9pp | 44.34%-21.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,746 | $6,591-58.3% | $6,227-55.9% | $4,156-33.9% |
| Participant deferral / active EE | $3,595 | $9,614-62.6% | $9,135-60.6% | $6,407-43.9% |
| Admin fee / account holder | $108 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |