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 | $10,760 | $124,425-91.4% | $112,040-90.4% | $137,256-92.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 29.01% | 24.72%+4.3pp | 24.52%+4.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $2,234 | $3,411-34.5% | $2,954-24.4% | $4,156-46.3% |
| Participant deferral / active EE | $2,616 | $5,718-54.2% | $5,098-48.7% | $6,407-59.2% |
| Admin fee / account holder | $59 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |