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 | $19,048 | $176,056-89.2% | $159,436-88.1% | $167,490-88.6% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 15.99% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,154 | $5,297-40.5% | $4,829-34.7% | $4,837-34.8% |
| Participant deferral / active EE | $2,605 | $7,750-66.4% | $7,352-64.6% | $6,341-58.9% |
| Admin fee / account holder | $29 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |