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 | $11,300 | $154,228-92.7% | $145,433-92.2% | $137,256-91.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.94% | 74.59%-41.6pp | 66.58%-33.6pp | 220.34%-187.4pp |
| Employer contribution / active EE | $1,890 | $4,804-60.7% | $4,554-58.5% | $4,156-54.5% |
| Participant deferral / active EE | $4,740 | $8,216-42.3% | $7,897-40.0% | $6,407-26.0% |
| Admin fee / account holder | $135 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |