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 | $24,281 | $176,812-86.3% | $146,665-83.4% | $167,490-85.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.93% | 24.03%-8.1pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,570 | $5,160-69.6% | $4,136-62.0% | $4,837-67.5% |
| Participant deferral / active EE | $4,533 | $6,440-29.6% | $5,506-17.7% | $6,341-28.5% |
| Admin fee / account holder | $77 | $13,259-99.4% | $10,280-99.2% | $12,309-99.4% |