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 | $19,244 | $183,963-89.5% | $162,163-88.1% | $152,861-87.4% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 26.24% | 150.76%-124.5pp | 115.59%-89.4pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,802 | $6,371-71.7% | $5,614-67.9% | $4,762-62.2% |
| Participant deferral / active EE | $4,387 | $8,034-45.4% | $7,298-39.9% | $5,850-25.0% |
| Admin fee / account holder | $94 | $13,121-99.3% | $10,843-99.1% | $11,596-99.2% |