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 | $16,654 | $110,257-84.9% | $96,544-82.8% | $139,434-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 29.09% | 26.32%+2.8pp | 25.84%+3.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $2,295 | $3,620-36.6% | $2,965-22.6% | $4,751-51.7% |
| Participant deferral / active EE | $5,736 | $5,548+3.4% | $4,851+18.3% | $6,710-14.5% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |