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 6-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 | $19,778 | $162,781-87.8% | $133,956-85.2% | $158,922-87.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 56.50% | 41.94%+14.6pp | 45.09%+11.4pp | 302.83%-246.3pp |
| Employer contribution / active EE | $6,859 | $4,975+37.9% | $3,919+75.0% | $4,761+44.1% |
| Participant deferral / active EE | $4,587 | $5,911-22.4% | $5,048-9.1% | $5,982-23.3% |
| Admin fee / account holder | $127 | $11,736-98.9% | $8,927-98.6% | $11,246-98.9% |