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 8-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 | $18,599 | $157,256-88.2% | $141,162-86.8% | $152,861-87.8% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.4%-1.5pp |
| Annual return | 29.37% | 64.32%-35.0pp | 71.39%-42.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,861 | $7,109+24.6% | $6,709+32.1% | $5,850+51.5% |
| Admin fee / account holder | $134 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |