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 | $19,851 | $214,378-90.7% | $200,582-90.1% | $142,382-86.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.79% | 46.41%-21.6pp | 42.33%-17.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,431 | $6,841-64.5% | $6,419-62.1% | $4,299-43.4% |
| Participant deferral / active EE | $7,813 | $9,865-20.8% | $9,331-16.3% | $6,507+20.1% |
| Admin fee / account holder | $108 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |