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 | $14,563 | $152,587-90.5% | $125,175-88.4% | $152,861-90.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 38.66% | 54.84%-16.2pp | 43.79%-5.1pp | 345.32%-306.7pp |
| Employer contribution / active EE | $2,176 | $4,946-56.0% | $3,865-43.7% | $4,762-54.3% |
| Participant deferral / active EE | $4,026 | $5,868-31.4% | $4,937-18.4% | $5,850-31.2% |
| Admin fee / account holder | $81 | $13,434-99.4% | $9,702-99.2% | $11,596-99.3% |