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 3-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 | $15,323 | $159,901-90.4% | $146,958-89.6% | $145,922-89.5% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 20.49% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $4,140 | $5,286-21.7% | $4,933-16.1% | $4,660-11.2% |
| Participant deferral / active EE | $6,804 | $8,428-19.3% | $8,070-15.7% | $6,688+1.7% |
| Admin fee / account holder | $239 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |