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 | $16,256 | $159,602-89.8% | $150,045-89.2% | $142,382-88.6% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 179.78% | 70.24%+109.5pp | 62.55%+117.2pp | 217.08%-37.3pp |
| Employer contribution / active EE | $3,930 | $4,961-20.8% | $4,693-16.3% | $4,299-8.6% |
| Participant deferral / active EE | $6,667 | $8,310-19.8% | $7,997-16.6% | $6,507+2.5% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |