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 | $11,217 | $124,425-91.0% | $112,040-90.0% | $137,256-91.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.37% | 24.72%-0.3pp | 24.52%-0.1pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,317 | $3,411-32.1% | $2,954-21.6% | $4,156-44.3% |
| Participant deferral / active EE | $3,451 | $5,718-39.6% | $5,098-32.3% | $6,407-46.1% |
| Admin fee / account holder | $29 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |