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 | $16,249 | $150,187-89.2% | $120,354-86.5% | $145,922-88.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 30.00% | 154.07%-124.1pp | 107.15%-77.2pp | 561.29%-531.3pp |
| Employer contribution / active EE | $3,398 | $4,348-21.8% | $3,463-1.9% | $4,660-27.1% |
| Participant deferral / active EE | $4,911 | $6,173-20.4% | $4,991-1.6% | $6,688-26.6% |
| Admin fee / account holder | $88 | $12,207-99.3% | $9,423-99.1% | $13,397-99.3% |