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 9-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 | $20,186 | $103,376-80.5% | $87,100-76.8% | $152,861-86.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 16.49% | 28.10%-11.6pp | 28.19%-11.7pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,128 | $3,220-33.9% | $2,521-15.6% | $4,762-55.3% |
| Participant deferral / active EE | $4,648 | $4,778-2.7% | $4,049+14.8% | $5,850-20.6% |
| Admin fee / account holder | $263 | $12,205-97.8% | $7,497-96.5% | $11,596-97.7% |