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 | $19,700 | $162,781-87.9% | $133,956-85.3% | $158,922-87.6% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 20.20% | 41.94%-21.7pp | 45.09%-24.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $6,114 | $4,975+22.9% | $3,919+56.0% | $4,761+28.4% |
| Participant deferral / active EE | $3,686 | $5,911-37.6% | $5,048-27.0% | $5,982-38.4% |
| Admin fee / account holder | $164 | $11,736-98.6% | $8,927-98.2% | $11,246-98.5% |