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 3-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 | $165,676 | $498,888-66.8% | $609,303-72.8% | $498,888-66.8% |
| Participation rate | 100.0% | 90.2%+9.8pp | 100.0%0pp | 90.2%+9.8pp |
| Annual return | 19.45% | 8.46%+11.0pp | 11.98%+7.5pp | 8.46%+11.0pp |
| Employer contribution / active EE | $2,730 | $28,233-90.3% | $15,689-82.6% | $28,233-90.3% |
| Participant deferral / active EE | $8,700 | $11,296-23.0% | $5,332+63.2% | $11,296-23.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $2,007-100.0% | $67,015-100.0% |