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 | $17,114 | $142,405-88.0% | $115,157-85.1% | $152,861-88.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 24.15% | 41.48%-17.3pp | 35.60%-11.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $7,993 | $4,010+99.3% | $3,179+151.5% | $4,762+67.8% |
| Participant deferral / active EE | $5,754 | $5,164+11.4% | $4,168+38.0% | $5,850-1.6% |
| Admin fee / account holder | $273 | $8,462-96.8% | $7,088-96.2% | $11,596-97.6% |