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 5-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 | $24,531 | $214,378-88.6% | $200,582-87.8% | $142,382-82.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 29.05% | 46.41%-17.4pp | 42.33%-13.3pp | 217.08%-188.0pp |
| Employer contribution / active EE | $2,478 | $6,841-63.8% | $6,419-61.4% | $4,299-42.4% |
| Participant deferral / active EE | $6,508 | $9,865-34.0% | $9,331-30.3% | $6,5070% |
| Admin fee / account holder | $44 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |