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 | $15,335 | $159,901-90.4% | $146,958-89.6% | $145,922-89.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 25.11% | 98.13%-73.0pp | 418.34%-393.2pp | 561.29%-536.2pp |
| Employer contribution / active EE | $4,550 | $5,286-13.9% | $4,933-7.8% | $4,660-2.4% |
| Participant deferral / active EE | $10,286 | $8,428+22.0% | $8,070+27.5% | $6,688+53.8% |
| Admin fee / account holder | $23 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |