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 | $14,622 | $132,634-89.0% | $115,768-87.4% | $137,256-89.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 26.20% | 160.70%-134.5pp | 100.46%-74.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $3,402 | $3,360+1.3% | $2,940+15.7% | $4,156-18.1% |
| Participant deferral / active EE | $4,360 | $5,619-22.4% | $4,917-11.3% | $6,407-32.0% |
| Admin fee / account holder | $26 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |