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 | $12,668 | $72,277-82.5% | $101,248-87.5% | $79,858-84.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.99% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,638 | $2,692-39.1% | $3,660-55.2% | $2,471-33.7% |
| Participant deferral / active EE | $1,878 | $3,282-42.8% | $4,370-57.0% | $3,740-49.8% |
| Admin fee / account holder | $163 | $4,400-96.3% | $5,945-97.3% | $5,306-96.9% |