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 | $17,305 | $159,901-89.2% | $146,958-88.2% | $145,922-88.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.53% | 98.13%-65.6pp | 418.34%-385.8pp | 561.29%-528.8pp |
| Employer contribution / active EE | $2,456 | $5,286-53.5% | $4,933-50.2% | $4,660-47.3% |
| Participant deferral / active EE | $16,713 | $8,428+98.3% | $8,070+107.1% | $6,688+149.9% |
| Admin fee / account holder | $134 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |