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 | $18,101 | $85,766-78.9% | $136,294-86.7% | $70,131-74.2% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 21.69% | 31.45%-9.8pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,247 | $2,966-57.9% | $4,695-73.4% | $2,342-46.8% |
| Participant deferral / active EE | $5,092 | $5,051+0.8% | $6,247-18.5% | $3,332+52.8% |
| Admin fee / account holder | $124 | $5,420-97.7% | $9,243-98.7% | $4,645-97.3% |