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 | $8,922 | $154,228-94.2% | $145,433-93.9% | $137,256-93.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 31.33% | 74.59%-43.3pp | 66.58%-35.3pp | 220.34%-189.0pp |
| Employer contribution / active EE | $3,212 | $4,804-33.1% | $4,554-29.5% | $4,156-22.7% |
| Participant deferral / active EE | $4,443 | $8,216-45.9% | $7,897-43.7% | $6,407-30.6% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |