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 | $27,747 | $238,490-88.4% | $180,183-84.6% | $142,382-80.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 28.99% | 33.56%-4.6pp | 27.86%+1.1pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,195 | $6,143-64.3% | $5,039-56.4% | $4,299-49.0% |
| Participant deferral / active EE | $10,585 | $7,996+32.4% | $6,822+55.1% | $6,507+62.7% |
| Admin fee / account holder | $268 | $28,866-99.1% | $19,975-98.7% | $12,624-97.9% |