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 | $7,975 | $179,726-95.6% | $156,263-94.9% | $142,382-94.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.50% | 77.86%-50.4pp | 59.47%-32.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $2,531 | $5,069-50.1% | $4,333-41.6% | $4,299-41.1% |
| Participant deferral / active EE | $2,879 | $6,956-58.6% | $6,158-53.3% | $6,507-55.8% |
| Admin fee / account holder | $69 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |