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 | $14,091 | $209,336-93.3% | $197,124-92.9% | $137,256-89.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 41.95% | 48.09%-6.1pp | 44.34%-2.4pp | 220.34%-178.4pp |
| Employer contribution / active EE | $1,712 | $6,591-74.0% | $6,227-72.5% | $4,156-58.8% |
| Participant deferral / active EE | $8,819 | $9,614-8.3% | $9,135-3.5% | $6,407+37.6% |
| Admin fee / account holder | $76 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |