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 | $5,561 | $100,970-94.5% | $96,576-94.2% | $137,256-95.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.53% | 38.16%-14.6pp | 38.47%-14.9pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,757 | $3,809-1.4% | $3,553+5.7% | $4,156-9.6% |
| Participant deferral / active EE | $5,635 | $8,286-32.0% | $7,956-29.2% | $6,407-12.0% |
| Admin fee / account holder | $49 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |