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 | $16,321 | $226,064-92.8% | $182,532-91.1% | $152,861-89.3% |
| Participation rate | 78.3% | 82.5%-4.2pp | 78.0%+0.3pp | 82.4%-4.2pp |
| Annual return | 32.47% | 192.51%-160.0pp | 148.54%-116.1pp | 345.32%-312.8pp |
| Employer contribution / active EE | $2,897 | $4,978-41.8% | $4,076-28.9% | $4,762-39.2% |
| Participant deferral / active EE | $5,883 | $6,368-7.6% | $5,524+6.5% | $5,850+0.6% |
| Admin fee / account holder | $289 | $10,703-97.3% | $8,592-96.6% | $11,596-97.5% |