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 | $18,239 | $89,355-79.6% | $141,162-87.1% | $72,985-75.0% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 41.16% | 111.85%-70.7pp | 71.39%-30.2pp | 81.00%-39.8pp |
| Employer contribution / active EE | $2,815 | $3,114-9.6% | $4,735-40.5% | $2,440+15.4% |
| Participant deferral / active EE | $5,497 | $5,418+1.5% | $6,709-18.1% | $3,607+52.4% |
| Admin fee / account holder | $21 | $5,958-99.6% | $10,261-99.8% | $5,124-99.6% |