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 | $15,713 | $183,519-91.4% | $155,509-89.9% | $145,922-89.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 37.77% | 61.17%-23.4pp | 64.67%-26.9pp | 561.29%-523.5pp |
| Employer contribution / active EE | $7,207 | $5,313+35.7% | $4,672+54.2% | $4,660+54.7% |
| Participant deferral / active EE | $4,911 | $6,462-24.0% | $5,626-12.7% | $6,688-26.6% |
| Admin fee / account holder | $168 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |