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 | $21,321 | $167,484-87.3% | $151,611-85.9% | $134,475-84.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.62% | 7.80%-15.4pp | 3.33%-10.9pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,777 | $6,829-74.0% | $6,166-71.2% | $4,740-62.5% |
| Participant deferral / active EE | $9,000 | $8,986+0.2% | $8,363+7.6% | $6,400+40.6% |
| Admin fee / account holder | $33 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |