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 | $11,303 | $132,634-91.5% | $115,768-90.2% | $137,256-91.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 23.05% | 160.70%-137.6pp | 100.46%-77.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $3,585 | $3,360+6.7% | $2,940+21.9% | $4,156-13.8% |
| Participant deferral / active EE | $2,472 | $5,619-56.0% | $4,917-49.7% | $6,407-61.4% |
| Admin fee / account holder | $52 | $15,028-99.7% | $12,439-99.6% | $12,270-99.6% |