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 | $18,430 | $167,484-89.0% | $151,611-87.8% | $134,475-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 26.70% | 7.80%+18.9pp | 3.33%+23.4pp | 417.96%-391.3pp |
| Employer contribution / active EE | $1,522 | $6,829-77.7% | $6,166-75.3% | $4,740-67.9% |
| Participant deferral / active EE | $10,798 | $8,986+20.2% | $8,363+29.1% | $6,400+68.7% |
| Admin fee / account holder | $65 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |