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 | $13,160 | $175,202-92.5% | $149,673-91.2% | $139,434-90.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.59% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,652 | $5,474-51.6% | $4,818-45.0% | $4,751-44.2% |
| Participant deferral / active EE | $3,528 | $6,519-45.9% | $5,680-37.9% | $6,710-47.4% |
| Admin fee / account holder | $13 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |