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 | $21,616 | $226,064-90.4% | $182,532-88.2% | $152,861-85.9% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.0%+3.0pp | 82.4%-1.5pp |
| Annual return | 22.22% | 192.51%-170.3pp | 148.54%-126.3pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,400 | $4,978-51.8% | $4,076-41.1% | $4,762-49.6% |
| Participant deferral / active EE | $4,207 | $6,368-33.9% | $5,524-23.8% | $5,850-28.1% |
| Admin fee / account holder | $11 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |