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 | $209,336-90.3% | $197,124-89.7% | $137,256-85.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.83% | 48.09%-19.3pp | 44.34%-15.5pp | 220.34%-191.5pp |
| Employer contribution / active EE | $2,387 | $6,591-63.8% | $6,227-61.7% | $4,156-42.6% |
| Participant deferral / active EE | $9,174 | $9,614-4.6% | $9,135+0.4% | $6,407+43.2% |
| Admin fee / account holder | $40 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |