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 | $19,683 | $103,376-81.0% | $87,100-77.4% | $152,861-87.1% |
| Participation rate | 86.7% | 79.3%+7.3pp | 76.9%+9.8pp | 82.4%+4.2pp |
| Annual return | 29.82% | 28.10%+1.7pp | 28.19%+1.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,804 | $3,220-12.9% | $2,521+11.2% | $4,762-41.1% |
| Participant deferral / active EE | $3,399 | $4,778-28.8% | $4,049-16.0% | $5,850-41.9% |
| Admin fee / account holder | $49 | $12,205-99.6% | $7,497-99.3% | $11,596-99.6% |