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 | $20,991 | $214,378-90.2% | $200,582-89.5% | $142,382-85.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.74% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,377 | $6,841-65.3% | $6,419-63.0% | $4,299-44.7% |
| Participant deferral / active EE | $5,268 | $9,865-46.6% | $9,331-43.5% | $6,507-19.0% |
| Admin fee / account holder | $148 | $17,692-99.2% | $16,305-99.1% | $12,624-98.8% |