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 | $20,562 | $162,781-87.4% | $133,956-84.6% | $158,922-87.1% |
| Participation rate | 82.6% | 83.2%-0.6pp | 79.8%+2.8pp | 82.0%+0.7pp |
| Annual return | 19.53% | 41.94%-22.4pp | 45.09%-25.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $4,570 | $4,975-8.1% | $3,919+16.6% | $4,761-4.0% |
| Participant deferral / active EE | $4,813 | $5,911-18.6% | $5,048-4.7% | $5,982-19.5% |
| Admin fee / account holder | $141 | $11,736-98.8% | $8,927-98.4% | $11,246-98.7% |