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 | $29,790 | $183,963-83.8% | $162,163-81.6% | $152,861-80.5% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 25.42% | 150.76%-125.3pp | 115.59%-90.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,712 | $6,371-73.1% | $5,614-69.5% | $4,762-64.0% |
| Participant deferral / active EE | $4,560 | $8,034-43.2% | $7,298-37.5% | $5,850-22.1% |
| Admin fee / account holder | $293 | $13,121-97.8% | $10,843-97.3% | $11,596-97.5% |