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 | $18,474 | $157,256-88.3% | $141,162-86.9% | $152,861-87.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 32.28% | 64.32%-32.0pp | 71.39%-39.1pp | 345.32%-313.0pp |
| Employer contribution / active EE | $10,190 | $5,261+93.7% | $4,735+115.2% | $4,762+114.0% |
| Participant deferral / active EE | $5,566 | $7,109-21.7% | $6,709-17.0% | $5,850-4.9% |
| Admin fee / account holder | $288 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |