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 3-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 | $16,842 | $94,031-82.1% | $115,768-85.5% | $82,448-79.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 22.84% | 20.61%+2.2pp | 100.46%-77.6pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,719 | $2,323-26.0% | $2,940-41.5% | $2,551-32.6% |
| Participant deferral / active EE | $3,153 | $3,972-20.6% | $4,917-35.9% | $4,139-23.8% |
| Admin fee / account holder | $232 | $10,249-97.7% | $12,439-98.1% | $7,234-96.8% |