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 9-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 | $12,075 | $88,672-86.4% | $105,223-88.5% | $82,448-85.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.68% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,661 | $3,048-45.5% | $3,689-55.0% | $2,551-34.9% |
| Participant deferral / active EE | $3,692 | $4,036-8.5% | $5,072-27.2% | $4,139-10.8% |
| Admin fee / account holder | $217 | $7,146-97.0% | $8,859-97.5% | $7,234-97.0% |