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 8-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 | $18,334 | $157,256-88.3% | $141,162-87.0% | $152,861-88.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 30.59% | 64.32%-33.7pp | 71.39%-40.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,014 | $5,261-80.7% | $4,735-78.6% | $4,762-78.7% |
| Participant deferral / active EE | $7,761 | $7,109+9.2% | $6,709+15.7% | $5,850+32.7% |
| Admin fee / account holder | $166 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |