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 | $14,193 | $180,449-92.1% | $154,107-90.8% | $135,375-89.5% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | 7.29% | 888.09%-880.8pp | 735.12%-727.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $1,263 | $6,035-79.1% | $5,298-76.2% | $4,779-73.6% |
| Participant deferral / active EE | $3,162 | $5,806-45.5% | $5,081-37.8% | $5,609-43.6% |
| Admin fee / account holder | $147 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |