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 6-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 | $13,684 | $228,332-94.0% | $185,823-92.6% | $158,922-91.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.82% | 40.80%-30.0pp | 35.95%-25.1pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,829 | $4,967-63.2% | $4,087-55.3% | $4,761-61.6% |
| Participant deferral / active EE | $1,893 | $6,415-70.5% | $5,632-66.4% | $5,982-68.4% |
| Admin fee / account holder | $297 | $11,864-97.5% | $9,500-96.9% | $11,246-97.4% |