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 | $8,010 | $178,174-95.5% | $156,181-94.9% | $137,256-94.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.04% | 84.19%-57.1pp | 64.87%-37.8pp | 220.34%-193.3pp |
| Employer contribution / active EE | $2,056 | $4,972-58.6% | $4,294-52.1% | $4,156-50.5% |
| Participant deferral / active EE | $3,488 | $6,888-49.4% | $6,132-43.1% | $6,407-45.6% |
| Admin fee / account holder | $40 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |