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 | $9,861 | $148,534-93.4% | $135,903-92.7% | $139,434-92.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 43.55% | 79.19%-35.6pp | 68.23%-24.7pp | 372.94%-329.4pp |
| Employer contribution / active EE | $2,454 | $5,243-53.2% | $4,856-49.5% | $4,751-48.3% |
| Participant deferral / active EE | $4,863 | $8,100-40.0% | $7,758-37.3% | $6,710-27.5% |
| Admin fee / account holder | $235 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |