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 | $6,184 | $179,726-96.6% | $156,263-96.0% | $142,382-95.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 42.14% | 77.86%-35.7pp | 59.47%-17.3pp | 217.08%-174.9pp |
| Employer contribution / active EE | $1,427 | $5,069-71.9% | $4,333-67.1% | $4,299-66.8% |
| Participant deferral / active EE | $4,248 | $6,956-38.9% | $6,158-31.0% | $6,507-34.7% |
| Admin fee / account holder | $29 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |