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 | $20,484 | $209,336-90.2% | $197,124-89.6% | $137,256-85.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.18% | 48.09%-25.9pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,397 | $6,591-48.5% | $6,227-45.4% | $4,156-18.3% |
| Participant deferral / active EE | $2,962 | $9,614-69.2% | $9,135-67.6% | $6,407-53.8% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |