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 | $29,115 | $197,591-85.3% | $177,821-83.6% | $158,922-81.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.31% | 58.76%-31.4pp | 48.32%-21.0pp | 302.83%-275.5pp |
| Employer contribution / active EE | $5,244 | $6,697-21.7% | $5,918-11.4% | $4,761+10.2% |
| Participant deferral / active EE | $4,954 | $8,405-41.1% | $7,714-35.8% | $5,982-17.2% |
| Admin fee / account holder | $175 | $15,399-98.9% | $12,427-98.6% | $11,246-98.4% |