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 | $7,319 | $133,922-94.5% | $116,228-93.7% | $142,382-94.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 26.48% | 147.76%-121.3pp | 90.06%-63.6pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,650 | $3,446-23.1% | $2,994-11.5% | $4,299-38.4% |
| Participant deferral / active EE | $5,815 | $5,672+2.5% | $4,953+17.4% | $6,507-10.6% |
| Admin fee / account holder | $242 | $14,945-98.4% | $11,989-98.0% | $12,624-98.1% |