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 | $26,088 | $152,587-82.9% | $125,175-79.2% | $152,861-82.9% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 21.27% | 54.84%-33.6pp | 43.79%-22.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,846 | $4,946-42.5% | $3,865-26.4% | $4,762-40.2% |
| Participant deferral / active EE | $7,206 | $5,868+22.8% | $4,937+46.0% | $5,850+23.2% |
| Admin fee / account holder | $243 | $13,434-98.2% | $9,702-97.5% | $11,596-97.9% |