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 | $14,774 | $78,422-81.2% | $95,952-84.6% | $79,858-81.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 31.44% | 19.37%+12.1pp | 91.61%-60.2pp | 31.71%-0.3pp |
| Employer contribution / active EE | $2,057 | $1,945+5.7% | $2,541-19.1% | $2,471-16.8% |
| Participant deferral / active EE | $3,475 | $3,440+1.0% | $4,167-16.6% | $3,740-7.1% |
| Admin fee / account holder | $282 | $5,622-95.0% | $6,795-95.9% | $5,306-94.7% |