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 | $16,347 | $103,376-84.2% | $87,100-81.2% | $152,861-89.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 234.07% | 28.10%+206.0pp | 28.19%+205.9pp | 345.32%-111.2pp |
| Employer contribution / active EE | $1,952 | $3,220-39.4% | $2,521-22.6% | $4,762-59.0% |
| Participant deferral / active EE | $15,498 | $4,778+224.4% | $4,049+282.8% | $5,850+164.9% |
| Admin fee / account holder | $147 | $12,205-98.8% | $7,497-98.0% | $11,596-98.7% |