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 | $12,152 | $103,376-88.2% | $87,100-86.0% | $152,861-92.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 31.64% | 28.10%+3.5pp | 28.19%+3.5pp | 345.32%-313.7pp |
| Employer contribution / active EE | $2,253 | $3,220-30.0% | $2,521-10.6% | $4,762-52.7% |
| Participant deferral / active EE | $4,574 | $4,778-4.3% | $4,049+13.0% | $5,850-21.8% |
| Admin fee / account holder | $285 | $12,205-97.7% | $7,497-96.2% | $11,596-97.5% |