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 | $11,602 | $171,164-93.2% | $127,761-90.9% | $152,861-92.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.0%+4.3pp | 82.4%+0.9pp |
| Annual return | 46.19% | 23.54%+22.7pp | 26.14%+20.0pp | 345.32%-299.1pp |
| Employer contribution / active EE | $2,900 | $5,447-46.8% | $4,574-36.6% | $4,762-39.1% |
| Participant deferral / active EE | $4,552 | $7,038-35.3% | $6,021-24.4% | $5,850-22.2% |
| Admin fee / account holder | $178 | $14,530-98.8% | $9,395-98.1% | $11,596-98.5% |