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 | $20,513 | $157,256-87.0% | $141,162-85.5% | $152,861-86.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.27% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,804 | $5,261-65.7% | $4,735-61.9% | $4,762-62.1% |
| Participant deferral / active EE | $6,578 | $7,109-7.5% | $6,709-2.0% | $5,850+12.4% |
| Admin fee / account holder | $79 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |