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 7-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 | $17,437 | $149,734-88.4% | $118,925-85.3% | $158,922-89.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 36.48% | 19.95%+16.5pp | 35.88%+0.6pp | 302.83%-266.3pp |
| Employer contribution / active EE | $8,746 | $4,115+112.5% | $3,263+168.1% | $4,761+83.7% |
| Participant deferral / active EE | $4,157 | $5,223-20.4% | $4,265-2.5% | $5,982-30.5% |
| Admin fee / account holder | $148 | $8,603-98.3% | $6,581-97.8% | $11,246-98.7% |