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 | $21,126 | $201,272-89.5% | $184,203-88.5% | $145,922-85.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.07% | 29.00%-2.9pp | 28.81%-2.7pp | 561.29%-535.2pp |
| Employer contribution / active EE | $3,506 | $7,022-50.1% | $6,427-45.4% | $4,660-24.8% |
| Participant deferral / active EE | $9,557 | $9,806-2.5% | $9,131+4.7% | $6,688+42.9% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |