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 4-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 | $14,374 | $124,425-88.4% | $112,040-87.2% | $137,256-89.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.02% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,829 | $3,411-46.4% | $2,954-38.1% | $4,156-56.0% |
| Participant deferral / active EE | $1,910 | $5,718-66.6% | $5,098-62.5% | $6,407-70.2% |
| Admin fee / account holder | $81 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |