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 | $19,842 | $112,096-82.3% | $95,952-79.3% | $158,922-87.5% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 18.10% | 171.09%-153.0pp | 91.61%-73.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,457 | $3,198-54.4% | $2,541-42.6% | $4,761-69.4% |
| Participant deferral / active EE | $5,119 | $4,784+7.0% | $4,167+22.9% | $5,982-14.4% |
| Admin fee / account holder | $139 | $10,130-98.6% | $6,795-98.0% | $11,246-98.8% |