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 | $22,128 | $214,378-89.7% | $200,582-89.0% | $142,382-84.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.08% | 46.41%-29.3pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,527 | $6,841-63.1% | $6,419-60.6% | $4,299-41.2% |
| Participant deferral / active EE | $4,149 | $9,865-57.9% | $9,331-55.5% | $6,507-36.2% |
| Admin fee / account holder | $225 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |