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 | $22,651 | $98,750-77.1% | $149,696-84.9% | $79,858-71.6% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.5%+2.4pp | 69.6%+15.2pp |
| Annual return | 211.93% | 27.43%+184.5pp | 276.60%-64.7pp | 31.71%+180.2pp |
| Employer contribution / active EE | $2,932 | $3,216-8.9% | $4,644-36.9% | $2,471+18.6% |
| Participant deferral / active EE | $4,766 | $5,680-16.1% | $6,842-30.3% | $3,740+27.4% |
| Admin fee / account holder | $190 | $6,053-96.9% | $9,309-98.0% | $5,306-96.4% |