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 | $20,711 | $209,411-90.1% | $178,490-88.4% | $158,922-87.0% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 20.40% | 188.75%-168.4pp | 151.07%-130.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,599 | $5,706-36.9% | $5,011-28.2% | $4,761-24.4% |
| Participant deferral / active EE | $4,654 | $5,954-21.8% | $5,202-10.5% | $5,982-22.2% |
| Admin fee / account holder | $49 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |