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 | $17,828 | $185,822-90.4% | $169,993-89.5% | $139,434-87.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 46.02% | 60.50%-14.5pp | 53.37%-7.4pp | 372.94%-326.9pp |
| Employer contribution / active EE | $3,523 | $7,590-53.6% | $6,785-48.1% | $4,751-25.9% |
| Participant deferral / active EE | $8,837 | $11,622-24.0% | $10,408-15.1% | $6,710+31.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |