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 | $14,601 | $159,901-90.9% | $146,958-90.1% | $145,922-90.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.77% | 98.13%-71.4pp | 418.34%-391.6pp | 561.29%-534.5pp |
| Employer contribution / active EE | $3,861 | $5,286-27.0% | $4,933-21.7% | $4,660-17.1% |
| Participant deferral / active EE | $9,548 | $8,428+13.3% | $8,070+18.3% | $6,688+42.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |