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 | $14,733 | $110,257-86.6% | $96,544-84.7% | $139,434-89.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 28.44% | 26.32%+2.1pp | 25.84%+2.6pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,153 | $3,620-68.2% | $2,965-61.1% | $4,751-75.7% |
| Participant deferral / active EE | $6,794 | $5,548+22.5% | $4,851+40.1% | $6,710+1.3% |
| Admin fee / account holder | $14 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |