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 | $12,707 | $148,534-91.4% | $135,903-90.7% | $139,434-90.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.57% | 79.19%-52.6pp | 68.23%-41.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $2,579 | $5,243-50.8% | $4,856-46.9% | $4,751-45.7% |
| Participant deferral / active EE | $2,954 | $8,100-63.5% | $7,758-61.9% | $6,710-56.0% |
| Admin fee / account holder | $266 | $12,400-97.9% | $10,762-97.5% | $11,403-97.7% |