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 | $25,488 | $209,411-87.8% | $178,490-85.7% | $158,922-84.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.51% | 188.75%-173.2pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,248 | $5,706-43.1% | $5,011-35.2% | $4,761-31.8% |
| Participant deferral / active EE | $15,575 | $5,954+161.6% | $5,202+199.4% | $5,982+160.4% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |