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 8-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 | $23,316 | $91,552-74.5% | $133,956-82.6% | $79,858-70.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 21.18% | 61.85%-40.7pp | 45.09%-23.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $8,152 | $2,384+242.0% | $3,919+108.0% | $2,471+229.9% |
| Participant deferral / active EE | $4,364 | $3,733+16.9% | $5,048-13.5% | $3,740+16.7% |
| Admin fee / account holder | $65 | $6,321-99.0% | $8,927-99.3% | $5,306-98.8% |