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 | $26,076 | $185,822-86.0% | $169,993-84.7% | $139,434-81.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.18% | 60.50%-37.3pp | 53.37%-30.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,766 | $7,590-50.4% | $6,785-44.5% | $4,751-20.7% |
| Participant deferral / active EE | $5,040 | $11,622-56.6% | $10,408-51.6% | $6,710-24.9% |
| Admin fee / account holder | $30 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |