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 | $14,044 | $165,984-91.5% | $164,813-91.5% | $145,922-90.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 50.53% | 100.03%-49.5pp | 69.93%-19.4pp | 561.29%-510.8pp |
| Employer contribution / active EE | $1,506 | $5,273-71.4% | $4,341-65.3% | $4,660-67.7% |
| Participant deferral / active EE | $5,766 | $6,959-17.1% | $6,031-4.4% | $6,688-13.8% |
| Admin fee / account holder | $18 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |