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 | $15,201 | $209,411-92.7% | $178,490-91.5% | $158,922-90.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.44% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $8,986 | $5,706+57.5% | $5,011+79.3% | $4,761+88.7% |
| Participant deferral / active EE | $3,213 | $5,954-46.0% | $5,202-38.2% | $5,982-46.3% |
| Admin fee / account holder | $104 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |