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 6-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 | $21,524 | $108,825-80.2% | $156,181-86.2% | $82,448-73.9% |
| Participation rate | 98.3% | 72.4%+26.0pp | 78.8%+19.5pp | 68.1%+30.3pp |
| Annual return | 57.76% | 20.59%+37.2pp | 64.87%-7.1pp | 41.64%+16.1pp |
| Employer contribution / active EE | $2,397 | $2,870-16.5% | $4,294-44.2% | $2,551-6.0% |
| Participant deferral / active EE | $4,371 | $4,577-4.5% | $6,132-28.7% | $4,139+5.6% |
| Admin fee / account holder | $265 | $9,341-97.2% | $14,586-98.2% | $7,234-96.3% |