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 | $29,997 | $197,591-84.8% | $177,821-83.1% | $158,922-81.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 39.38% | 58.76%-19.4pp | 48.32%-8.9pp | 302.83%-263.4pp |
| Employer contribution / active EE | $3,310 | $6,697-50.6% | $5,918-44.1% | $4,761-30.5% |
| Participant deferral / active EE | $9,308 | $8,405+10.8% | $7,714+20.7% | $5,982+55.6% |
| Admin fee / account holder | $68 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |