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 | $12,596 | $113,339-88.9% | $94,993-86.7% | $147,584-91.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 27.05% | 20.77%+6.3pp | 27.12%-0.1pp | 578.55%-551.5pp |
| Employer contribution / active EE | $1,169 | $3,160-63.0% | $2,603-55.1% | $4,876-76.0% |
| Participant deferral / active EE | $2,766 | $3,777-26.8% | $3,317-16.6% | $5,439-49.1% |
| Admin fee / account holder | $173 | $6,063-97.1% | $4,960-96.5% | $10,885-98.4% |