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 | $21,654 | $197,591-89.0% | $177,821-87.8% | $158,922-86.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 35.56% | 58.76%-23.2pp | 48.32%-12.8pp | 302.83%-267.3pp |
| Employer contribution / active EE | $2,492 | $6,697-62.8% | $5,918-57.9% | $4,761-47.7% |
| Participant deferral / active EE | $5,220 | $8,405-37.9% | $7,714-32.3% | $5,982-12.7% |
| Admin fee / account holder | $90 | $15,399-99.4% | $12,427-99.3% | $11,246-99.2% |