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 | $11,759 | $154,228-92.4% | $145,433-91.9% | $137,256-91.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.90% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $5,943 | $4,804+23.7% | $4,554+30.5% | $4,156+43.0% |
| Participant deferral / active EE | $8,916 | $8,216+8.5% | $7,897+12.9% | $6,407+39.2% |
| Admin fee / account holder | $23 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |