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 | $17,050 | $127,065-86.6% | $113,168-84.9% | $142,382-88.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 25.53% | 24.03%+1.5pp | 24.27%+1.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,892 | $3,442-45.0% | $2,975-36.4% | $4,299-56.0% |
| Participant deferral / active EE | $3,288 | $5,716-42.5% | $5,107-35.6% | $6,507-49.5% |
| Admin fee / account holder | $25 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |