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 | $11,634 | $157,256-92.6% | $141,162-91.8% | $152,861-92.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 21.76% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,388 | $5,261-54.6% | $4,735-49.6% | $4,762-49.9% |
| Participant deferral / active EE | $4,208 | $7,109-40.8% | $6,709-37.3% | $5,850-28.1% |
| Admin fee / account holder | $224 | $12,120-98.1% | $10,261-97.8% | $11,596-98.1% |