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 | $14,438 | $162,781-91.1% | $133,956-89.2% | $158,922-90.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.57% | 41.94%-14.4pp | 45.09%-17.5pp | 302.83%-275.3pp |
| Employer contribution / active EE | $2,362 | $4,975-52.5% | $3,919-39.7% | $4,761-50.4% |
| Participant deferral / active EE | $2,631 | $5,911-55.5% | $5,048-47.9% | $5,982-56.0% |
| Admin fee / account holder | $146 | $11,736-98.8% | $8,927-98.4% | $11,246-98.7% |