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 | $20,032 | $228,332-91.2% | $185,823-89.2% | $158,922-87.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.69% | 40.80%-19.1pp | 35.95%-14.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $736 | $4,967-85.2% | $4,087-82.0% | $4,761-84.5% |
| Participant deferral / active EE | $4,114 | $6,415-35.9% | $5,632-27.0% | $5,982-31.2% |
| Admin fee / account holder | $158 | $11,864-98.7% | $9,500-98.3% | $11,246-98.6% |