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 | $22,171 | $185,822-88.1% | $169,993-87.0% | $139,434-84.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.57% | 60.50%-28.9pp | 53.37%-21.8pp | 372.94%-341.4pp |
| Employer contribution / active EE | $3,039 | $7,590-60.0% | $6,785-55.2% | $4,751-36.0% |
| Participant deferral / active EE | $7,738 | $11,622-33.4% | $10,408-25.7% | $6,710+15.3% |
| Admin fee / account holder | $12 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |