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 7-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 | $19,358 | $209,336-90.8% | $197,124-90.2% | $137,256-85.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.03% | 48.09%-25.1pp | 44.34%-21.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,667 | $6,591-59.5% | $6,227-57.2% | $4,156-35.8% |
| Participant deferral / active EE | $3,334 | $9,614-65.3% | $9,135-63.5% | $6,407-48.0% |
| Admin fee / account holder | $176 | $17,308-99.0% | $16,298-98.9% | $12,270-98.6% |