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 | $14,955 | $183,519-91.9% | $155,509-90.4% | $145,922-89.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.55% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,818 | $5,313-47.0% | $4,672-39.7% | $4,660-39.5% |
| Participant deferral / active EE | $2,728 | $6,462-57.8% | $5,626-51.5% | $6,688-59.2% |
| Admin fee / account holder | $1 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |