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 | $24,088 | $183,963-86.9% | $162,163-85.1% | $152,861-84.2% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 29.50% | 150.76%-121.3pp | 115.59%-86.1pp | 345.32%-315.8pp |
| Employer contribution / active EE | $3,464 | $6,371-45.6% | $5,614-38.3% | $4,762-27.3% |
| Participant deferral / active EE | $4,318 | $8,034-46.2% | $7,298-40.8% | $5,850-26.2% |
| Admin fee / account holder | $137 | $13,121-99.0% | $10,843-98.7% | $11,596-98.8% |