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 | $12,015 | $185,822-93.5% | $169,993-92.9% | $139,434-91.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.64% | 60.50%-36.9pp | 53.37%-29.7pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,576 | $7,590-79.2% | $6,785-76.8% | $4,751-66.8% |
| Participant deferral / active EE | $7,495 | $11,622-35.5% | $10,408-28.0% | $6,710+11.7% |
| Admin fee / account holder | $258 | $15,381-98.3% | $12,815-98.0% | $11,403-97.7% |