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 7-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 | $25,304 | $217,402-88.4% | $185,823-86.4% | $167,490-84.9% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 23.73% | 148.36%-124.6pp | 122.05%-98.3pp | 478.56%-454.8pp |
| Employer contribution / active EE | $2,486 | $5,873-57.7% | $5,167-51.9% | $4,837-48.6% |
| Participant deferral / active EE | $5,539 | $6,356-12.9% | $5,568-0.5% | $6,341-12.7% |
| Admin fee / account holder | $201 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |