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 | $6,754 | $177,572-96.2% | $154,803-95.6% | $142,382-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,645 | $4,810-65.8% | $4,305-61.8% | $4,299-61.7% |
| Participant deferral / active EE | $1,934 | $6,272-69.2% | $5,540-65.1% | $6,507-70.3% |
| Admin fee / account holder | $17 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |