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 | $14,917 | $78,672-81.0% | $109,143-86.3% | $85,850-82.6% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.4pp | 69.3%+2.1pp |
| Annual return | 16.08% | 25.09%-9.0pp | 25.75%-9.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,926 | $2,735+43.6% | $3,722+5.5% | $2,565+53.1% |
| Participant deferral / active EE | $2,171 | $3,467-37.4% | $4,653-53.3% | $3,952-45.1% |
| Admin fee / account holder | $17 | $5,469-99.7% | $6,752-99.7% | $6,260-99.7% |