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 | $15,476 | $159,602-90.3% | $150,045-89.7% | $142,382-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.78% | 70.24%-40.5pp | 62.55%-32.8pp | 217.08%-187.3pp |
| Employer contribution / active EE | $2,428 | $4,961-51.1% | $4,693-48.3% | $4,299-43.5% |
| Participant deferral / active EE | $6,590 | $8,310-20.7% | $7,997-17.6% | $6,507+1.3% |
| Admin fee / account holder | $142 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |