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 | $17,518 | $157,256-88.9% | $141,162-87.6% | $152,861-88.5% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 41.11% | 64.32%-23.2pp | 71.39%-30.3pp | 345.32%-304.2pp |
| Employer contribution / active EE | $4,732 | $5,261-10.1% | $4,735-0.1% | $4,762-0.6% |
| Participant deferral / active EE | $2,909 | $7,109-59.1% | $6,709-56.6% | $5,850-50.3% |
| Admin fee / account holder | $144 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |