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 | $21,614 | $209,336-89.7% | $197,124-89.0% | $137,256-84.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 38.87% | 48.09%-9.2pp | 44.34%-5.5pp | 220.34%-181.5pp |
| Employer contribution / active EE | $3,648 | $6,591-44.6% | $6,227-41.4% | $4,156-12.2% |
| Participant deferral / active EE | $5,856 | $9,614-39.1% | $9,135-35.9% | $6,407-8.6% |
| Admin fee / account holder | $174 | $17,308-99.0% | $16,298-98.9% | $12,270-98.6% |