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 | $21,814 | $201,259-89.2% | $184,200-88.2% | $145,959-85.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.34% | 28.98%-13.6pp | 28.80%-13.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $7,280 | $7,018+3.7% | $6,424+13.3% | $4,661+56.2% |
| Participant deferral / active EE | $4,369 | $9,806-55.4% | $9,132-52.2% | $6,689-34.7% |
| Admin fee / account holder | $77 | $16,372-99.5% | $13,907-99.4% | $13,398-99.4% |