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 | $18,521 | $124,319-85.1% | $111,297-83.4% | $167,490-88.9% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 13.15% | 37.44%-24.3pp | 54.65%-41.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,125 | $3,435-67.2% | $2,731-58.8% | $4,837-76.7% |
| Participant deferral / active EE | $6,764 | $5,180+30.6% | $4,487+50.7% | $6,341+6.7% |
| Admin fee / account holder | $19 | $10,618-99.8% | $7,964-99.8% | $12,309-99.8% |