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 4-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 | $18,786 | $73,933-74.6% | $96,683-80.6% | $75,163-75.0% |
| Participation rate | 76.0% | 66.4%+9.6pp | 74.3%+1.7pp | 67.2%+8.8pp |
| Annual return | 23.23% | 26.70%-3.5pp | 35.69%-12.5pp | 160.62%-137.4pp |
| Employer contribution / active EE | $2,625 | $2,928-10.3% | $3,737-29.8% | $2,670-1.7% |
| Participant deferral / active EE | $4,871 | $3,659+33.1% | $4,878-0.2% | $4,125+18.1% |
| Admin fee / account holder | $143 | $5,216-97.3% | $6,730-97.9% | $5,651-97.5% |