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 | $18,794 | $127,777-85.3% | $106,548-82.4% | $167,490-88.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.01% | 33.87%-18.9pp | 26.80%-11.8pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,561 | $3,427-25.3% | $2,819-9.1% | $4,837-47.1% |
| Participant deferral / active EE | $1,657 | $5,087-67.4% | $4,398-62.3% | $6,341-73.9% |
| Admin fee / account holder | $68 | $11,228-99.4% | $7,407-99.1% | $12,309-99.5% |