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 | $18,110 | $214,378-91.6% | $200,582-91.0% | $142,382-87.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.26% | 46.41%-15.1pp | 42.33%-11.1pp | 217.08%-185.8pp |
| Employer contribution / active EE | $2,163 | $6,841-68.4% | $6,419-66.3% | $4,299-49.7% |
| Participant deferral / active EE | $10,052 | $9,865+1.9% | $9,331+7.7% | $6,507+54.5% |
| Admin fee / account holder | $51 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |