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 | $10,262 | $159,602-93.6% | $150,045-93.2% | $142,382-92.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.23% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $4,429 | $4,961-10.7% | $4,693-5.6% | $4,299+3.0% |
| Participant deferral / active EE | $7,295 | $8,310-12.2% | $7,997-8.8% | $6,507+12.1% |
| Admin fee / account holder | $87 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |