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 7-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 | $30,129 | $197,591-84.8% | $177,821-83.1% | $158,922-81.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 57.43% | 58.76%-1.3pp | 48.32%+9.1pp | 302.83%-245.4pp |
| Employer contribution / active EE | $5,913 | $6,697-11.7% | $5,918-0.1% | $4,761+24.2% |
| Participant deferral / active EE | $10,047 | $8,405+19.5% | $7,714+30.2% | $5,982+67.9% |
| Admin fee / account holder | $272 | $15,399-98.2% | $12,427-97.8% | $11,246-97.6% |