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 8-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 | $17,235 | $165,335-89.6% | $149,696-88.5% | $158,922-89.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 19.00% | 348.15%-329.1pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,778 | $5,103-65.2% | $4,644-61.7% | $4,761-62.7% |
| Participant deferral / active EE | $2,364 | $7,181-67.1% | $6,842-65.4% | $5,982-60.5% |
| Admin fee / account holder | $155 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |