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 | $15,565 | $159,602-90.2% | $150,045-89.6% | $142,382-89.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.49% | 70.24%-43.7pp | 62.55%-36.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,960 | $4,961-40.3% | $4,693-36.9% | $4,299-31.2% |
| Participant deferral / active EE | $5,676 | $8,310-31.7% | $7,997-29.0% | $6,507-12.8% |
| Admin fee / account holder | $280 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |