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 | $14,353 | $154,117-90.7% | $129,995-89.0% | $139,434-89.7% |
| Participation rate | 91.3% | 82.0%+9.4pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 15.34% | 32.48%-17.1pp | -137.18%+152.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,417 | $5,289-73.2% | $4,320-67.2% | $4,751-70.2% |
| Participant deferral / active EE | $2,621 | $6,710-60.9% | $5,820-55.0% | $6,710-60.9% |
| Admin fee / account holder | $298 | $14,007-97.9% | $10,614-97.2% | $11,403-97.4% |