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 | $16,184 | $165,335-90.2% | $149,696-89.2% | $158,922-89.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 26.28% | 348.15%-321.9pp | 276.60%-250.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $1,700 | $5,103-66.7% | $4,644-63.4% | $4,761-64.3% |
| Participant deferral / active EE | $7,484 | $7,181+4.2% | $6,842+9.4% | $5,982+25.1% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |