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 4-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 | $18,152 | $117,841-84.6% | $102,423-82.3% | $145,922-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.43% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,672 | $3,615-26.1% | $3,023-11.6% | $4,660-42.7% |
| Participant deferral / active EE | $4,991 | $5,731-12.9% | $5,053-1.2% | $6,688-25.4% |
| Admin fee / account holder | $171 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |