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 | $10,780 | $177,572-93.9% | $154,803-93.0% | $142,382-92.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 38.45% | 65.07%-26.6pp | 58.88%-20.4pp | 217.08%-178.6pp |
| Employer contribution / active EE | $1,671 | $4,810-65.3% | $4,305-61.2% | $4,299-61.1% |
| Participant deferral / active EE | $8,229 | $6,272+31.2% | $5,540+48.5% | $6,507+26.5% |
| Admin fee / account holder | $44 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |