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 | $15,726 | $159,602-90.1% | $150,045-89.5% | $142,382-89.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.41% | 70.24%-43.8pp | 62.55%-36.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,441 | $4,961-50.8% | $4,693-48.0% | $4,299-43.2% |
| Participant deferral / active EE | $4,502 | $8,310-45.8% | $7,997-43.7% | $6,507-30.8% |
| Admin fee / account holder | $52 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |