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 6-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 | $21,496 | $176,812-87.8% | $146,665-85.3% | $167,490-87.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.67% | 24.03%-4.4pp | 22.74%-3.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,484 | $5,160-51.9% | $4,136-40.0% | $4,837-48.7% |
| Participant deferral / active EE | $5,037 | $6,440-21.8% | $5,506-8.5% | $6,341-20.6% |
| Admin fee / account holder | $118 | $13,259-99.1% | $10,280-98.9% | $12,309-99.0% |