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 | $21,607 | $202,318-89.3% | $172,739-87.5% | $152,861-85.9% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 29.11% | 1029.65%-1000.5pp | 802.84%-773.7pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,685 | $5,856-71.2% | $5,143-67.2% | $4,762-64.6% |
| Participant deferral / active EE | $4,395 | $5,948-26.1% | $5,198-15.4% | $5,850-24.9% |
| Admin fee / account holder | $166 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |