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 | $18,923 | $106,890-82.3% | $84,015-77.5% | $152,861-87.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 55.21% | 104.99%-49.8pp | 71.31%-16.1pp | 345.32%-290.1pp |
| Employer contribution / active EE | $3,887 | $2,734+42.1% | $1,983+95.9% | $4,762-18.4% |
| Participant deferral / active EE | $3,839 | $4,011-4.3% | $3,239+18.5% | $5,850-34.4% |
| Admin fee / account holder | $64 | $8,285-99.2% | $6,101-98.9% | $11,596-99.4% |