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 | $18,819 | $176,056-89.3% | $159,436-88.2% | $167,490-88.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.00% | 331.75%-306.7pp | 263.57%-238.6pp | 478.56%-453.6pp |
| Employer contribution / active EE | $1,414 | $5,297-73.3% | $4,829-70.7% | $4,837-70.8% |
| Participant deferral / active EE | $6,865 | $7,750-11.4% | $7,352-6.6% | $6,341+8.3% |
| Admin fee / account holder | $13 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |