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 | $20,214 | $214,378-90.6% | $200,582-89.9% | $142,382-85.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.83% | 46.41%-17.6pp | 42.33%-13.5pp | 217.08%-188.2pp |
| Employer contribution / active EE | $2,387 | $6,841-65.1% | $6,419-62.8% | $4,299-44.5% |
| Participant deferral / active EE | $9,174 | $9,865-7.0% | $9,331-1.7% | $6,507+41.0% |
| Admin fee / account holder | $40 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |