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 7-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 | $18,966 | $93,571-79.7% | $135,903-86.0% | $75,163-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 48.87% | 30.90%+18.0pp | 68.23%-19.4pp | 160.62%-111.7pp |
| Employer contribution / active EE | $4,285 | $3,537+21.2% | $4,856-11.8% | $2,670+60.5% |
| Participant deferral / active EE | $6,025 | $6,404-5.9% | $7,758-22.3% | $4,125+46.1% |
| Admin fee / account holder | $37 | $6,975-99.5% | $10,762-99.7% | $5,651-99.3% |