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 | $15,424 | $124,281-87.6% | $109,143-85.9% | $167,490-90.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.89% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $4,675 | $4,207+11.1% | $3,722+25.6% | $4,837-3.4% |
| Participant deferral / active EE | $3,044 | $5,255-42.1% | $4,653-34.6% | $6,341-52.0% |
| Admin fee / account holder | -$336 | $7,970-104.2% | $6,752-105.0% | $12,309-102.7% |