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 | $16,676 | $175,202-90.5% | $149,673-88.9% | $139,434-88.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 27.77% | 166.71%-138.9pp | 134.42%-106.6pp | 372.94%-345.2pp |
| Employer contribution / active EE | $2,189 | $5,474-60.0% | $4,818-54.6% | $4,751-53.9% |
| Participant deferral / active EE | $6,014 | $6,519-7.7% | $5,680+5.9% | $6,710-10.4% |
| Admin fee / account holder | $68 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |