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 4-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 | $15,281 | $209,336-92.7% | $197,124-92.2% | $137,256-88.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.12% | 48.09%-30.0pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,922 | $6,591-25.3% | $6,227-21.0% | $4,156+18.4% |
| Participant deferral / active EE | $4,972 | $9,614-48.3% | $9,135-45.6% | $6,407-22.4% |
| Admin fee / account holder | $137 | $17,308-99.2% | $16,298-99.2% | $12,270-98.9% |