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 | $26,141 | $152,587-82.9% | $125,175-79.1% | $152,861-82.9% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.4%+2.6pp |
| Annual return | 22.67% | 54.84%-32.2pp | 43.79%-21.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,204 | $4,946-35.2% | $3,865-17.1% | $4,762-32.7% |
| Participant deferral / active EE | $5,505 | $5,868-6.2% | $4,937+11.5% | $5,850-5.9% |
| Admin fee / account holder | $141 | $13,434-99.0% | $9,702-98.5% | $11,596-98.8% |