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 | $10,301 | $177,572-94.2% | $154,803-93.3% | $142,382-92.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.53% | 65.07%-38.5pp | 58.88%-32.4pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,540 | $4,810-68.0% | $4,305-64.2% | $4,299-64.2% |
| Participant deferral / active EE | $5,635 | $6,272-10.2% | $5,540+1.7% | $6,507-13.4% |
| Admin fee / account holder | $23 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |