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 5-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 | $21,744 | $165,335-86.8% | $149,696-85.5% | $158,922-86.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.88% | 348.15%-305.3pp | 276.60%-233.7pp | 302.83%-260.0pp |
| Employer contribution / active EE | $3,160 | $5,103-38.1% | $4,644-32.0% | $4,761-33.6% |
| Participant deferral / active EE | $9,305 | $7,181+29.6% | $6,842+36.0% | $5,982+55.6% |
| Admin fee / account holder | $68 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |