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 | $20,956 | $226,064-90.7% | $182,532-88.5% | $152,861-86.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 16.81% | 192.51%-175.7pp | 148.54%-131.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,017 | $4,978-59.5% | $4,076-50.5% | $4,762-57.6% |
| Participant deferral / active EE | $3,601 | $6,368-43.5% | $5,524-34.8% | $5,850-38.5% |
| Admin fee / account holder | $170 | $10,703-98.4% | $8,592-98.0% | $11,596-98.5% |