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 | $11,414 | $63,861-82.1% | $104,607-89.1% | $79,858-85.7% |
| Participation rate | 90.0% | 64.9%+25.1pp | 74.1%+15.9pp | 69.6%+20.4pp |
| Annual return | 34.20% | 21.30%+12.9pp | 340.46%-306.3pp | 31.71%+2.5pp |
| Employer contribution / active EE | $2,478 | $1,588+56.0% | $2,681-7.6% | $2,471+0.3% |
| Participant deferral / active EE | $3,400 | $2,693+26.2% | $3,740-9.1% | $3,740-9.1% |
| Admin fee / account holder | $214 | $4,185-94.9% | $6,473-96.7% | $5,306-96.0% |