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 | $13,397 | $154,228-91.3% | $145,433-90.8% | $137,256-90.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.34% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,594 | $4,804-66.8% | $4,554-65.0% | $4,156-61.6% |
| Participant deferral / active EE | $7,404 | $8,216-9.9% | $7,897-6.2% | $6,407+15.6% |
| Admin fee / account holder | $234 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |