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 | $19,247 | $157,256-87.8% | $141,162-86.4% | $152,861-87.4% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 65.35% | 64.32%+1.0pp | 71.39%-6.0pp | 345.32%-280.0pp |
| Employer contribution / active EE | $1,933 | $5,261-63.3% | $4,735-59.2% | $4,762-59.4% |
| Participant deferral / active EE | $3,235 | $7,109-54.5% | $6,709-51.8% | $5,850-44.7% |
| Admin fee / account holder | $211 | $12,120-98.3% | $10,261-97.9% | $11,596-98.2% |