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 | $15,893 | $118,450-86.6% | $98,439-83.9% | $139,434-88.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 48.33% | 18.94%+29.4pp | 21.16%+27.2pp | 372.94%-324.6pp |
| Employer contribution / active EE | $3,690 | $3,609+2.2% | $3,048+21.1% | $4,751-22.3% |
| Participant deferral / active EE | $7,050 | $5,392+30.8% | $4,738+48.8% | $6,710+5.1% |
| Admin fee / account holder | $14 | $14,026-99.9% | $8,948-99.8% | $11,403-99.9% |