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 6-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 | $21,827 | $217,402-90.0% | $185,823-88.3% | $167,490-87.0% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 19.70% | 148.36%-128.7pp | 122.05%-102.4pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,570 | $5,873-73.3% | $5,167-69.6% | $4,837-67.6% |
| Participant deferral / active EE | $6,960 | $6,356+9.5% | $5,568+25.0% | $6,341+9.8% |
| Admin fee / account holder | $119 | $19,811-99.4% | $16,237-99.3% | $12,309-99.0% |