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 | $17,330 | $181,894-90.5% | $156,549-88.9% | $273,961-93.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.90% | 30.74%-12.8pp | 32.23%-14.3pp | 41.45%-23.6pp |
| Employer contribution / active EE | $1,822 | $6,248-70.8% | $5,501-66.9% | $4,869-62.6% |
| Participant deferral / active EE | $8,439 | $5,550+52.1% | $4,871+73.3% | $5,287+59.6% |
| Admin fee / account holder | $176 | $15,559-98.9% | $13,027-98.6% | $10,132-98.3% |