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 | $21,906 | $209,411-89.5% | $178,490-87.7% | $158,922-86.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 40.21% | 188.75%-148.5pp | 151.07%-110.9pp | 302.83%-262.6pp |
| Employer contribution / active EE | $1,768 | $5,706-69.0% | $5,011-64.7% | $4,761-62.9% |
| Participant deferral / active EE | $6,082 | $5,954+2.1% | $5,202+16.9% | $5,982+1.7% |
| Admin fee / account holder | $3 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |