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 | $19,414 | $165,984-88.3% | $164,813-88.2% | $145,922-86.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.69% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,197 | $5,273-58.3% | $4,341-49.4% | $4,660-52.8% |
| Participant deferral / active EE | $8,512 | $6,959+22.3% | $6,031+41.1% | $6,688+27.3% |
| Admin fee / account holder | $107 | $16,648-99.4% | $12,690-99.2% | $13,397-99.2% |