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 | $13,879 | $157,256-91.2% | $141,162-90.2% | $152,861-90.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 31.35% | 64.32%-33.0pp | 71.39%-40.0pp | 345.32%-314.0pp |
| Employer contribution / active EE | $2,441 | $5,261-53.6% | $4,735-48.5% | $4,762-48.7% |
| Participant deferral / active EE | $3,467 | $7,109-51.2% | $6,709-48.3% | $5,850-40.7% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |