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 | $7,729 | $177,572-95.6% | $154,803-95.0% | $142,382-94.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.52% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,779 | $4,810-63.0% | $4,305-58.7% | $4,299-58.6% |
| Participant deferral / active EE | $3,079 | $6,272-50.9% | $5,540-44.4% | $6,507-52.7% |
| Admin fee / account holder | $115 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |