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 | $21,545 | $153,772-86.0% | $133,980-83.9% | $273,961-92.1% |
| Participation rate | 88.2% | 88.4%-0.1pp | 87.1%+1.2pp | 83.0%+5.2pp |
| Annual return | 490.26% | 36.51%+453.8pp | 29.30%+461.0pp | 41.45%+448.8pp |
| Employer contribution / active EE | $2,128 | $6,029-64.7% | $5,211-59.2% | $4,869-56.3% |
| Participant deferral / active EE | $7,524 | $6,958+8.1% | $6,282+19.8% | $5,287+42.3% |
| Admin fee / account holder | $109 | $11,765-99.1% | $9,324-98.8% | $10,132-98.9% |