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 | $13,534 | $210,648-93.6% | $177,989-92.4% | $145,922-90.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 344.92% | 385.86%-40.9pp | 294.48%+50.4pp | 561.29%-216.4pp |
| Employer contribution / active EE | $924 | $4,565-79.7% | $3,949-76.6% | $4,660-80.2% |
| Participant deferral / active EE | $5,237 | $6,958-24.7% | $6,276-16.6% | $6,688-21.7% |
| Admin fee / account holder | $25 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |