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 7-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 | $14,742 | $176,056-91.6% | $159,436-90.8% | $167,490-91.2% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 17.68% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,684 | $5,297-68.2% | $4,829-65.1% | $4,837-65.2% |
| Participant deferral / active EE | $9,035 | $7,750+16.6% | $7,352+22.9% | $6,341+42.5% |
| Admin fee / account holder | $138 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |