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 | $18,708 | $80,968-76.9% | $96,544-80.6% | $75,163-75.1% |
| Participation rate | 84.4% | 71.8%+12.6pp | 76.0%+8.4pp | 67.2%+17.2pp |
| Annual return | 27.86% | 27.06%+0.8pp | 25.84%+2.0pp | 160.62%-132.8pp |
| Employer contribution / active EE | $1,677 | $2,282-26.5% | $2,965-43.4% | $2,670-37.2% |
| Participant deferral / active EE | $3,031 | $3,928-22.8% | $4,851-37.5% | $4,125-26.5% |
| Admin fee / account holder | $166 | $6,724-97.5% | $8,252-98.0% | $5,651-97.1% |