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 4-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 | $15,051 | $159,602-90.6% | $150,045-90.0% | $142,382-89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.68% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,305 | $4,961-53.5% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $2,711 | $8,310-67.4% | $7,997-66.1% | $6,507-58.3% |
| Admin fee / account holder | $54 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |