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 | $17,379 | $159,934-89.1% | $147,005-88.2% | $145,959-88.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 17.90% | 98.24%-80.3pp | 418.76%-400.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $2,381 | $5,287-55.0% | $4,934-51.7% | $4,661-48.9% |
| Participant deferral / active EE | $3,158 | $8,427-62.5% | $8,070-60.9% | $6,689-52.8% |
| Admin fee / account holder | $74 | $15,053-99.5% | $13,006-99.4% | $13,398-99.5% |