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 | $8,198 | $159,602-94.9% | $150,045-94.5% | $142,382-94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.66% | 70.24%-44.6pp | 62.55%-36.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $2,366 | $4,961-52.3% | $4,693-49.6% | $4,299-45.0% |
| Participant deferral / active EE | $3,785 | $8,310-54.5% | $7,997-52.7% | $6,507-41.8% |
| Admin fee / account holder | $114 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |