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 | $11,696 | $198,466-94.1% | $170,442-93.1% | $147,584-92.1% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 43.94% | 257.29%-213.4pp | 205.93%-162.0pp | 578.55%-534.6pp |
| Employer contribution / active EE | $2,177 | $6,184-64.8% | $5,433-59.9% | $4,876-55.4% |
| Participant deferral / active EE | $5,361 | $5,629-4.8% | $4,939+8.5% | $5,439-1.4% |
| Admin fee / account holder | $3 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |