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 | $17,308 | $202,318-91.4% | $172,739-90.0% | $152,861-88.7% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.4%-1.2pp |
| Annual return | 25.47% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,999 | $5,856-65.9% | $5,143-61.1% | $4,762-58.0% |
| Participant deferral / active EE | $2,974 | $5,948-50.0% | $5,198-42.8% | $5,850-49.2% |
| Admin fee / account holder | $112 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |