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 | $5,925 | $107,452-94.5% | $91,541-93.5% | $142,382-95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.21% | 22.06%-0.8pp | 20.50%+0.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,292 | $2,994-23.5% | $2,505-8.5% | $4,299-46.7% |
| Participant deferral / active EE | $2,669 | $4,754-43.9% | $4,008-33.4% | $6,507-59.0% |
| Admin fee / account holder | $27 | $8,834-99.7% | $6,956-99.6% | $12,624-99.8% |