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 | $20,825 | $103,376-79.9% | $87,100-76.1% | $152,861-86.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 29.26% | 28.10%+1.2pp | 28.19%+1.1pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,525 | $3,220-21.6% | $2,521+0.1% | $4,762-47.0% |
| Participant deferral / active EE | $8,000 | $4,778+67.4% | $4,049+97.6% | $5,850+36.7% |
| Admin fee / account holder | $235 | $12,205-98.1% | $7,497-96.9% | $11,596-98.0% |