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 | $13,476 | $65,365-79.4% | $92,893-85.5% | $72,985-81.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 38.23% | 42.10%-3.9pp | 109.41%-71.2pp | 81.00%-42.8pp |
| Employer contribution / active EE | $2,634 | $2,594+1.6% | $3,653-27.9% | $2,440+8.0% |
| Participant deferral / active EE | $6,135 | $3,128+96.1% | $4,236+44.8% | $3,607+70.1% |
| Admin fee / account holder | $196 | $4,251-95.4% | $5,794-96.6% | $5,124-96.2% |