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 | $12,058 | $227,553-94.7% | $189,557-93.6% | $167,490-92.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 30.16% | 78.40%-48.2pp | 64.17%-34.0pp | 478.56%-448.4pp |
| Employer contribution / active EE | $2,249 | $5,316-57.7% | $4,412-49.0% | $4,837-53.5% |
| Participant deferral / active EE | $11,696 | $7,002+67.0% | $6,174+89.5% | $6,341+84.4% |
| Admin fee / account holder | $204 | $11,878-98.3% | $9,807-97.9% | $12,309-98.3% |