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 | $20,030 | $80,673-75.2% | $101,326-80.2% | $84,808-76.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 81.5%+4.2pp | 68.3%+17.4pp |
| Annual return | 22.10% | 38.95%-16.9pp | 36.82%-14.7pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,205 | $2,698-55.3% | $3,665-67.1% | $2,631-54.2% |
| Participant deferral / active EE | $2,872 | $6,840-58.0% | $7,994-64.1% | $4,212-31.8% |
| Admin fee / account holder | $181 | $12,784-98.6% | $11,185-98.4% | $7,344-97.5% |