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 | $21,865 | $142,405-84.6% | $115,157-81.0% | $152,861-85.7% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 59.05% | 41.48%+17.6pp | 35.60%+23.4pp | 345.32%-286.3pp |
| Employer contribution / active EE | $5,926 | $4,010+47.8% | $3,179+86.4% | $4,762+24.4% |
| Participant deferral / active EE | $5,956 | $5,164+15.3% | $4,168+42.9% | $5,850+1.8% |
| Admin fee / account holder | $199 | $8,462-97.7% | $7,088-97.2% | $11,596-98.3% |