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 | $19,084 | $228,332-91.6% | $185,823-89.7% | $158,922-88.0% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 21.53% | 40.80%-19.3pp | 35.95%-14.4pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,631 | $4,967-47.0% | $4,087-35.6% | $4,761-44.7% |
| Participant deferral / active EE | $5,890 | $6,415-8.2% | $5,632+4.6% | $5,982-1.5% |
| Admin fee / account holder | $70 | $11,864-99.4% | $9,500-99.3% | $11,246-99.4% |