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 | $14,371 | $202,432-92.9% | $169,368-91.5% | $139,434-89.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.89% | 531.74%-517.8pp | 405.60%-391.7pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,454 | $4,692-5.1% | $4,013+11.0% | $4,751-6.2% |
| Participant deferral / active EE | $7,070 | $6,938+1.9% | $6,221+13.6% | $6,710+5.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |