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 | $17,087 | $89,355-80.9% | $141,162-87.9% | $72,985-76.6% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 180.62% | 111.85%+68.8pp | 71.39%+109.2pp | 81.00%+99.6pp |
| Employer contribution / active EE | $2,621 | $3,114-15.8% | $4,735-44.6% | $2,440+7.4% |
| Participant deferral / active EE | $6,056 | $5,418+11.8% | $6,709-9.7% | $3,607+67.9% |
| Admin fee / account holder | $198 | $5,958-96.7% | $10,261-98.1% | $5,124-96.1% |