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 6-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 | $8,485 | $124,281-93.2% | $109,143-92.2% | $167,490-94.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 27.99% | 26.04%+1.9pp | 25.75%+2.2pp | 478.56%-450.6pp |
| Employer contribution / active EE | $2,200 | $4,207-47.7% | $3,722-40.9% | $4,837-54.5% |
| Participant deferral / active EE | $4,974 | $5,255-5.4% | $4,653+6.9% | $6,341-21.6% |
| Admin fee / account holder | $49 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |