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 4-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 | $11,966 | $87,013-86.2% | $106,213-88.7% | $80,856-85.2% |
| Participation rate | 96.6% | 70.4%+26.1pp | 75.3%+21.3pp | 67.6%+28.9pp |
| Annual return | 26.50% | 17.05%+9.4pp | 116.14%-89.6pp | 35.59%-9.1pp |
| Employer contribution / active EE | $2,798 | $2,395+16.8% | $3,171-11.8% | $2,755+1.6% |
| Participant deferral / active EE | $4,501 | $3,986+12.9% | $5,016-10.3% | $4,296+4.8% |
| Admin fee / account holder | $163 | $8,431-98.1% | $11,033-98.5% | $6,918-97.6% |