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 4-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 | $18,009 | $201,272-91.1% | $184,203-90.2% | $145,922-87.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 17.86% | 29.00%-11.1pp | 28.81%-11.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,883 | $7,022-73.2% | $6,427-70.7% | $4,660-59.6% |
| Participant deferral / active EE | $4,968 | $9,806-49.3% | $9,131-45.6% | $6,688-25.7% |
| Admin fee / account holder | $18 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |