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 | $15,433 | $65,395-76.4% | $182,532-91.5% | $72,985-78.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 41.76% | 27.68%+14.1pp | 148.54%-106.8pp | 81.00%-39.2pp |
| Employer contribution / active EE | $1,956 | $1,911+2.4% | $4,076-52.0% | $2,440-19.8% |
| Participant deferral / active EE | $7,618 | $3,563+113.8% | $5,524+37.9% | $3,607+111.2% |
| Admin fee / account holder | $88 | $4,245-97.9% | $8,592-99.0% | $5,124-98.3% |