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 | $27,152 | $78,422-65.4% | $95,952-71.7% | $79,858-66.0% |
| Participation rate | 81.5% | 73.5%+8.0pp | 77.1%+4.4pp | 69.6%+11.8pp |
| Annual return | 23.60% | 19.37%+4.2pp | 91.61%-68.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $2,825 | $1,945+45.3% | $2,541+11.2% | $2,471+14.4% |
| Participant deferral / active EE | $6,165 | $3,440+79.2% | $4,167+47.9% | $3,740+64.8% |
| Admin fee / account holder | $196 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |