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 | $18,589 | $214,378-91.3% | $200,582-90.7% | $142,382-86.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.60% | 46.41%-19.8pp | 42.33%-15.7pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,223 | $6,841-67.5% | $6,419-65.4% | $4,299-48.3% |
| Participant deferral / active EE | $5,871 | $9,865-40.5% | $9,331-37.1% | $6,507-9.8% |
| Admin fee / account holder | $41 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |