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 | $25,844 | $162,781-84.1% | $133,956-80.7% | $158,922-83.7% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 17.19% | 41.94%-24.7pp | 45.09%-27.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,291 | $4,975-54.0% | $3,919-41.5% | $4,761-51.9% |
| Participant deferral / active EE | $2,549 | $5,911-56.9% | $5,048-49.5% | $5,982-57.4% |
| Admin fee / account holder | $85 | $11,736-99.3% | $8,927-99.0% | $11,246-99.2% |