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 7-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 | $17,175 | $165,335-89.6% | $149,696-88.5% | $158,922-89.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 20.93% | 348.15%-327.2pp | 276.60%-255.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,631 | $5,103-48.4% | $4,644-43.3% | $4,761-44.7% |
| Participant deferral / active EE | $7,525 | $7,181+4.8% | $6,842+10.0% | $5,982+25.8% |
| Admin fee / account holder | $203 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |