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 9-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 | $28,410 | $176,812-83.9% | $146,665-80.6% | $167,490-83.0% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 10.10% | 24.03%-13.9pp | 22.74%-12.6pp | 478.56%-468.5pp |
| Employer contribution / active EE | $5,646 | $5,160+9.4% | $4,136+36.5% | $4,837+16.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $203 | $13,259-98.5% | $10,280-98.0% | $12,309-98.3% |