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 9-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 | $23,256 | $162,781-85.7% | $133,956-82.6% | $158,922-85.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 35.95% | 41.94%-6.0pp | 45.09%-9.1pp | 302.83%-266.9pp |
| Employer contribution / active EE | $2,054 | $4,975-58.7% | $3,919-47.6% | $4,761-56.9% |
| Participant deferral / active EE | $4,464 | $5,911-24.5% | $5,048-11.6% | $5,982-25.4% |
| Admin fee / account holder | $18 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |