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 8-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 | $19,863 | $157,256-87.4% | $141,162-85.9% | $152,861-87.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 43.42% | 64.32%-20.9pp | 71.39%-28.0pp | 345.32%-301.9pp |
| Employer contribution / active EE | $1,906 | $5,261-63.8% | $4,735-59.7% | $4,762-60.0% |
| Participant deferral / active EE | $11,867 | $7,109+66.9% | $6,709+76.9% | $5,850+102.8% |
| Admin fee / account holder | $125 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |