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 | $14,063 | $159,602-91.2% | $150,045-90.6% | $142,382-90.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 41.05% | 70.24%-29.2pp | 62.55%-21.5pp | 217.08%-176.0pp |
| Employer contribution / active EE | $2,567 | $4,961-48.3% | $4,693-45.3% | $4,299-40.3% |
| Participant deferral / active EE | $7,422 | $8,310-10.7% | $7,997-7.2% | $6,507+14.1% |
| Admin fee / account holder | $77 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |