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 | $18,343 | $198,466-90.8% | $170,442-89.2% | $147,584-87.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.94% | 257.29%-230.4pp | 205.93%-179.0pp | 578.55%-551.6pp |
| Employer contribution / active EE | $6,682 | $6,184+8.1% | $5,433+23.0% | $4,876+37.0% |
| Participant deferral / active EE | $5,121 | $5,629-9.0% | $4,939+3.7% | $5,439-5.8% |
| Admin fee / account holder | $123 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |