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 | $21,283 | $157,256-86.5% | $141,162-84.9% | $152,861-86.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 34.28% | 64.32%-30.0pp | 71.39%-37.1pp | 345.32%-311.0pp |
| Employer contribution / active EE | $1,598 | $5,261-69.6% | $4,735-66.3% | $4,762-66.4% |
| Participant deferral / active EE | $5,867 | $7,109-17.5% | $6,709-12.6% | $5,850+0.3% |
| Admin fee / account holder | $200 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |