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 | $32,948 | $197,591-83.3% | $177,821-81.5% | $158,922-79.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.83% | 58.76%-38.9pp | 48.32%-28.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,663 | $6,697-75.2% | $5,918-71.9% | $4,761-65.1% |
| Participant deferral / active EE | $12,475 | $8,405+48.4% | $7,714+61.7% | $5,982+108.5% |
| Admin fee / account holder | $148 | $15,399-99.0% | $12,427-98.8% | $11,246-98.7% |