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 | $10,583 | $52,279-79.8% | $89,391-88.2% | $79,858-86.7% |
| Participation rate | 75.0% | 57.5%+17.5pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | 44.70% | 22.16%+22.5pp | 245.62%-200.9pp | 31.71%+13.0pp |
| Employer contribution / active EE | $1,715 | $1,572+9.1% | $2,586-33.7% | $2,471-30.6% |
| Participant deferral / active EE | $3,088 | $2,740+12.7% | $3,890-20.6% | $3,740-17.4% |
| Admin fee / account holder | $75 | $3,356-97.8% | $4,881-98.5% | $5,306-98.6% |