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 | $16,696 | $157,256-89.4% | $141,162-88.2% | $152,861-89.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 68.85% | 64.32%+4.5pp | 71.39%-2.5pp | 345.32%-276.5pp |
| Employer contribution / active EE | $2,473 | $5,261-53.0% | $4,735-47.8% | $4,762-48.1% |
| Participant deferral / active EE | $7,454 | $7,109+4.9% | $6,709+11.1% | $5,850+27.4% |
| Admin fee / account holder | $38 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |