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 6-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 | $22,550 | $209,411-89.2% | $178,490-87.4% | $158,922-85.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 79.83% | 188.75%-108.9pp | 151.07%-71.2pp | 302.83%-223.0pp |
| Employer contribution / active EE | $9,944 | $5,706+74.3% | $5,011+98.5% | $4,761+108.9% |
| Participant deferral / active EE | $3,159 | $5,954-46.9% | $5,202-39.3% | $5,982-47.2% |
| Admin fee / account holder | $34 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |