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 | $13,496 | $209,411-93.6% | $178,490-92.4% | $158,922-91.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.48% | 188.75%-171.3pp | 151.07%-133.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,358 | $5,706-76.2% | $5,011-72.9% | $4,761-71.5% |
| Participant deferral / active EE | $3,487 | $5,954-41.4% | $5,202-33.0% | $5,982-41.7% |
| Admin fee / account holder | $24 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |