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 | $18,697 | $179,726-89.6% | $156,263-88.0% | $142,382-86.9% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.9%+14.8pp | 80.1%+13.6pp |
| Annual return | 20.59% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,040 | $5,069-40.0% | $4,333-29.8% | $4,299-29.3% |
| Participant deferral / active EE | $3,887 | $6,956-44.1% | $6,158-36.9% | $6,507-40.3% |
| Admin fee / account holder | $82 | $17,272-99.5% | $14,255-99.4% | $12,624-99.3% |