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 | $18,127 | $112,881-83.9% | $90,951-80.1% | $158,922-88.6% |
| Participation rate | 82.4% | 74.7%+7.6pp | 69.0%+13.3pp | 82.0%+0.4pp |
| Annual return | 28.48% | 215.79%-187.3pp | 134.60%-106.1pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,816 | $2,893-37.2% | $2,122-14.4% | $4,761-61.9% |
| Participant deferral / active EE | $4,510 | $4,128+9.3% | $3,373+33.7% | $5,982-24.6% |
| Admin fee / account holder | $207 | $8,041-97.4% | $5,959-96.5% | $11,246-98.2% |