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 | $12,165 | $135,952-91.1% | $123,892-90.2% | $273,961-95.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.09% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,452 | $5,170-71.9% | $4,617-68.6% | $4,869-70.2% |
| Participant deferral / active EE | $2,565 | $6,343-59.6% | $5,984-57.1% | $5,287-51.5% |
| Admin fee / account holder | $110 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |