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 | $17,400 | $198,466-91.2% | $170,442-89.8% | $147,584-88.2% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 16.69% | 257.29%-240.6pp | 205.93%-189.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,669 | $6,184-56.8% | $5,433-50.9% | $4,876-45.3% |
| Participant deferral / active EE | $2,471 | $5,629-56.1% | $4,939-50.0% | $5,439-54.6% |
| Admin fee / account holder | $54 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |