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 | $15,912 | $89,355-82.2% | $141,162-88.7% | $72,985-78.2% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | 33.49% | 111.85%-78.4pp | 71.39%-37.9pp | 81.00%-47.5pp |
| Employer contribution / active EE | $2,938 | $3,114-5.7% | $4,735-38.0% | $2,440+20.4% |
| Participant deferral / active EE | $4,276 | $5,418-21.1% | $6,709-36.3% | $3,607+18.5% |
| Admin fee / account holder | $205 | $5,958-96.6% | $10,261-98.0% | $5,124-96.0% |