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 | $17,815 | $152,587-88.3% | $125,175-85.8% | $152,861-88.3% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 31.36% | 54.84%-23.5pp | 43.79%-12.4pp | 345.32%-314.0pp |
| Employer contribution / active EE | $2,826 | $4,946-42.9% | $3,865-26.9% | $4,762-40.7% |
| Participant deferral / active EE | $7,429 | $5,868+26.6% | $4,937+50.5% | $5,850+27.0% |
| Admin fee / account holder | $16 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |