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 | $15,374 | $161,352-90.5% | $134,172-88.5% | $137,256-88.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 26.28% | 28.72%-2.4pp | 25.30%+1.0pp | 220.34%-194.1pp |
| Employer contribution / active EE | $2,075 | $4,099-49.4% | $3,420-39.3% | $4,156-50.1% |
| Participant deferral / active EE | $3,911 | $5,552-29.6% | $4,690-16.6% | $6,407-39.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |