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 | $18,648 | $179,726-89.6% | $156,263-88.1% | $142,382-86.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.65% | 77.86%-53.2pp | 59.47%-34.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,080 | $5,069-59.0% | $4,333-52.0% | $4,299-51.6% |
| Participant deferral / active EE | $5,760 | $6,956-17.2% | $6,158-6.5% | $6,507-11.5% |
| Admin fee / account holder | $17 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |