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 3-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 | $22,906 | $201,272-88.6% | $184,203-87.6% | $145,922-84.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.85% | 29.00%-7.2pp | 28.81%-7.0pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,975 | $7,022-71.9% | $6,427-69.3% | $4,660-57.6% |
| Participant deferral / active EE | $5,754 | $9,806-41.3% | $9,131-37.0% | $6,688-14.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |