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 | $13,425 | $179,726-92.5% | $156,263-91.4% | $142,382-90.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.29% | 77.86%-50.6pp | 59.47%-32.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,776 | $5,069-45.2% | $4,333-35.9% | $4,299-35.4% |
| Participant deferral / active EE | $3,536 | $6,956-49.2% | $6,158-42.6% | $6,507-45.7% |
| Admin fee / account holder | $230 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |