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 | $3,776 | $228,332-98.3% | $185,823-98.0% | $158,922-97.6% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 26.99% | 40.80%-13.8pp | 35.95%-9.0pp | 302.83%-275.8pp |
| Employer contribution / active EE | $754 | $4,967-84.8% | $4,087-81.6% | $4,761-84.2% |
| Participant deferral / active EE | $1,243 | $6,415-80.6% | $5,632-77.9% | $5,982-79.2% |
| Admin fee / account holder | $119 | $11,864-99.0% | $9,500-98.7% | $11,246-98.9% |