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 | $20,656 | $167,484-87.7% | $151,611-86.4% | $134,475-84.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 25.57% | 7.80%+17.8pp | 3.33%+22.2pp | 417.96%-392.4pp |
| Employer contribution / active EE | $2,242 | $6,829-67.2% | $6,166-63.6% | $4,740-52.7% |
| Participant deferral / active EE | $3,951 | $8,986-56.0% | $8,363-52.8% | $6,400-38.3% |
| Admin fee / account holder | $36 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |