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 | $14,336 | $148,534-90.3% | $135,903-89.5% | $139,434-89.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.70% | 79.19%-28.5pp | 68.23%-17.5pp | 372.94%-322.2pp |
| Employer contribution / active EE | $4,148 | $5,243-20.9% | $4,856-14.6% | $4,751-12.7% |
| Participant deferral / active EE | $6,408 | $8,100-20.9% | $7,758-17.4% | $6,710-4.5% |
| Admin fee / account holder | $51 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |