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 | $23,735 | $214,378-88.9% | $200,582-88.2% | $142,382-83.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.18% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,059 | $6,841-40.7% | $6,419-36.8% | $4,299-5.6% |
| Participant deferral / active EE | $4,615 | $9,865-53.2% | $9,331-50.5% | $6,507-29.1% |
| Admin fee / account holder | $231 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |