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 8-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 | $11,033 | $165,335-93.3% | $149,696-92.6% | $158,922-93.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.39% | 348.15%-313.8pp | 276.60%-242.2pp | 302.83%-268.4pp |
| Employer contribution / active EE | $2,806 | $5,103-45.0% | $4,644-39.6% | $4,761-41.1% |
| Participant deferral / active EE | $2,664 | $7,181-62.9% | $6,842-61.1% | $5,982-55.5% |
| Admin fee / account holder | $60 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |