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 | $15,088 | $103,376-85.4% | $87,100-82.7% | $152,861-90.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 35.32% | 28.10%+7.2pp | 28.19%+7.1pp | 345.32%-310.0pp |
| Employer contribution / active EE | $2,798 | $3,220-13.1% | $2,521+11.0% | $4,762-41.3% |
| Participant deferral / active EE | $5,102 | $4,778+6.8% | $4,049+26.0% | $5,850-12.8% |
| Admin fee / account holder | $197 | $12,205-98.4% | $7,497-97.4% | $11,596-98.3% |