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 | $12,534 | $126,574-90.1% | $106,213-88.2% | $145,922-91.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 46.34% | 224.79%-178.4pp | 116.14%-69.8pp | 561.29%-514.9pp |
| Employer contribution / active EE | $3,359 | $3,730-9.9% | $3,171+5.9% | $4,660-27.9% |
| Participant deferral / active EE | $8,468 | $5,724+47.9% | $5,016+68.8% | $6,688+26.6% |
| Admin fee / account holder | $13 | $17,304-99.9% | $11,033-99.9% | $13,397-99.9% |