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 | $12,986 | $185,822-93.0% | $169,993-92.4% | $139,434-90.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.07% | 60.50%-38.4pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,965 | $7,590-74.1% | $6,785-71.0% | $4,751-58.6% |
| Participant deferral / active EE | $4,917 | $11,622-57.7% | $10,408-52.8% | $6,710-26.7% |
| Admin fee / account holder | $225 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |