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 | $10,682 | $148,534-92.8% | $135,903-92.1% | $139,434-92.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.51% | 79.19%-37.7pp | 68.23%-26.7pp | 372.94%-331.4pp |
| Employer contribution / active EE | $4,129 | $5,243-21.3% | $4,856-15.0% | $4,751-13.1% |
| Participant deferral / active EE | $4,714 | $8,100-41.8% | $7,758-39.2% | $6,710-29.8% |
| Admin fee / account holder | $37 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |