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 6-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 | $15,169 | $175,202-91.3% | $149,673-89.9% | $139,434-89.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 22.53% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,318 | $5,474-75.9% | $4,818-72.7% | $4,751-72.3% |
| Participant deferral / active EE | $4,698 | $6,519-27.9% | $5,680-17.3% | $6,710-30.0% |
| Admin fee / account holder | $251 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |