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 | $12,813 | $238,490-94.6% | $180,183-92.9% | $142,382-91.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 23.86% | 33.56%-9.7pp | 27.86%-4.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,216 | $6,143-63.9% | $5,039-56.0% | $4,299-48.5% |
| Participant deferral / active EE | $2,458 | $7,996-69.3% | $6,822-64.0% | $6,507-62.2% |
| Admin fee / account holder | $21 | $28,866-99.9% | $19,975-99.9% | $12,624-99.8% |