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 | $16,905 | $152,587-88.9% | $125,175-86.5% | $152,861-88.9% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 12.92% | 54.84%-41.9pp | 43.79%-30.9pp | 345.32%-332.4pp |
| Employer contribution / active EE | $3,723 | $4,946-24.7% | $3,865-3.7% | $4,762-21.8% |
| Participant deferral / active EE | $4,112 | $5,868-29.9% | $4,937-16.7% | $5,850-29.7% |
| Admin fee / account holder | $82 | $13,434-99.4% | $9,702-99.2% | $11,596-99.3% |