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 7-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 | $18,237 | $165,335-89.0% | $149,696-87.8% | $158,922-88.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 55.27% | 348.15%-292.9pp | 276.60%-221.3pp | 302.83%-247.6pp |
| Employer contribution / active EE | $976 | $5,103-80.9% | $4,644-79.0% | $4,761-79.5% |
| Participant deferral / active EE | $5,241 | $7,181-27.0% | $6,842-23.4% | $5,982-12.4% |
| Admin fee / account holder | $119 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |