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 | $15,309 | $175,202-91.3% | $149,673-89.8% | $139,434-89.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.10% | 166.71%-134.6pp | 134.42%-102.3pp | 372.94%-340.8pp |
| Employer contribution / active EE | $3,528 | $5,474-35.6% | $4,818-26.8% | $4,751-25.7% |
| Participant deferral / active EE | $7,453 | $6,519+14.3% | $5,680+31.2% | $6,710+11.1% |
| Admin fee / account holder | $54 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |