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 | $15,647 | $228,332-93.1% | $185,823-91.6% | $158,922-90.2% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 18.22% | 40.80%-22.6pp | 35.95%-17.7pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,982 | $4,967-60.1% | $4,087-51.5% | $4,761-58.4% |
| Participant deferral / active EE | $3,028 | $6,415-52.8% | $5,632-46.2% | $5,982-49.4% |
| Admin fee / account holder | $234 | $11,864-98.0% | $9,500-97.5% | $11,246-97.9% |