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 | $25,857 | $202,318-87.2% | $172,739-85.0% | $152,861-83.1% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 28.65% | 1029.65%-1001.0pp | 802.84%-774.2pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,208 | $5,856-62.3% | $5,143-57.1% | $4,762-53.6% |
| Participant deferral / active EE | $3,194 | $5,948-46.3% | $5,198-38.5% | $5,850-45.4% |
| Admin fee / account holder | $245 | $17,109-98.6% | $13,954-98.2% | $11,596-97.9% |