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 5-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 | $15,577 | $148,534-89.5% | $135,903-88.5% | $139,434-88.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.47% | 79.19%-48.7pp | 68.23%-37.8pp | 372.94%-342.5pp |
| Employer contribution / active EE | $3,911 | $5,243-25.4% | $4,856-19.5% | $4,751-17.7% |
| Participant deferral / active EE | $4,879 | $8,100-39.8% | $7,758-37.1% | $6,710-27.3% |
| Admin fee / account holder | $79 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |