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 6-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 | $10,152 | $124,281-91.8% | $109,143-90.7% | $167,490-93.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 41.32% | 26.04%+15.3pp | 25.75%+15.6pp | 478.56%-437.2pp |
| Employer contribution / active EE | $4,446 | $4,207+5.7% | $3,722+19.4% | $4,837-8.1% |
| Participant deferral / active EE | $5,627 | $5,255+7.1% | $4,653+20.9% | $6,341-11.3% |
| Admin fee / account holder | $18 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |