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 | $25,261 | $67,606-62.6% | $82,313-69.3% | $70,131-64.0% |
| Participation rate | 79.0% | 72.8%+6.2pp | 76.9%+2.1pp | 69.5%+9.5pp |
| Annual return | 35.80% | 21.57%+14.2pp | 25.88%+9.9pp | 73.14%-37.3pp |
| Employer contribution / active EE | $1,935 | $1,755+10.3% | $2,428-20.3% | $2,342-17.4% |
| Participant deferral / active EE | $3,479 | $2,987+16.5% | $3,706-6.1% | $3,332+4.4% |
| Admin fee / account holder | $152 | $4,512-96.6% | $5,608-97.3% | $4,645-96.7% |