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 | $17,025 | $103,376-83.5% | $87,100-80.5% | $152,861-88.9% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 19.06% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,246 | $3,220-30.3% | $2,521-10.9% | $4,762-52.8% |
| Participant deferral / active EE | $6,399 | $4,778+33.9% | $4,049+58.0% | $5,850+9.4% |
| Admin fee / account holder | $23 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |