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 | $9,003 | $159,602-94.4% | $150,045-94.0% | $142,382-93.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.46% | 70.24%-42.8pp | 62.55%-35.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $2,578 | $4,961-48.0% | $4,693-45.1% | $4,299-40.0% |
| Participant deferral / active EE | $3,611 | $8,310-56.5% | $7,997-54.8% | $6,507-44.5% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |