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 | $19,031 | $157,256-87.9% | $141,162-86.5% | $152,861-87.5% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 56.72% | 64.32%-7.6pp | 71.39%-14.7pp | 345.32%-288.6pp |
| Employer contribution / active EE | $1,584 | $5,261-69.9% | $4,735-66.5% | $4,762-66.7% |
| Participant deferral / active EE | $7,601 | $7,109+6.9% | $6,709+13.3% | $5,850+29.9% |
| Admin fee / account holder | $187 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |