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 | $28,755 | $162,781-82.3% | $133,956-78.5% | $158,922-81.9% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 19.38% | 41.94%-22.6pp | 45.09%-25.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,052 | $4,975-78.9% | $3,919-73.2% | $4,761-77.9% |
| Participant deferral / active EE | $3,736 | $5,911-36.8% | $5,048-26.0% | $5,982-37.5% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |