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 | $21,656 | $165,335-86.9% | $149,696-85.5% | $158,922-86.4% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 21.64% | 348.15%-326.5pp | 276.60%-255.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,880 | $5,103-63.1% | $4,644-59.5% | $4,761-60.5% |
| Participant deferral / active EE | $5,657 | $7,181-21.2% | $6,842-17.3% | $5,982-5.4% |
| Admin fee / account holder | $240 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |