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 | $9,559 | $177,572-94.6% | $154,803-93.8% | $142,382-93.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.27% | 65.07%-32.8pp | 58.88%-26.6pp | 217.08%-184.8pp |
| Employer contribution / active EE | $2,337 | $4,810-51.4% | $4,305-45.7% | $4,299-45.6% |
| Participant deferral / active EE | $5,313 | $6,272-15.3% | $5,540-4.1% | $6,507-18.4% |
| Admin fee / account holder | $153 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |