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 | $20,823 | $209,411-90.1% | $178,490-88.3% | $158,922-86.9% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 22.35% | 188.75%-166.4pp | 151.07%-128.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,631 | $5,706-71.4% | $5,011-67.4% | $4,761-65.7% |
| Participant deferral / active EE | $2,428 | $5,954-59.2% | $5,202-53.3% | $5,982-59.4% |
| Admin fee / account holder | $9 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |