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 | $12,455 | $159,602-92.2% | $150,045-91.7% | $142,382-91.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.59% | 70.24%-44.6pp | 62.55%-37.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $3,434 | $4,961-30.8% | $4,693-26.8% | $4,299-20.1% |
| Participant deferral / active EE | $5,102 | $8,310-38.6% | $7,997-36.2% | $6,507-21.6% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |