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 6-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 | $17,844 | $110,257-83.8% | $96,544-81.5% | $139,434-87.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 24.41% | 26.32%-1.9pp | 25.84%-1.4pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,004 | $3,620-44.6% | $2,965-32.4% | $4,751-57.8% |
| Participant deferral / active EE | $2,848 | $5,548-48.7% | $4,851-41.3% | $6,710-57.6% |
| Admin fee / account holder | $19 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |