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 3-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 | $9,489 | $154,228-93.8% | $145,433-93.5% | $137,256-93.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 56.27% | 74.59%-18.3pp | 66.58%-10.3pp | 220.34%-164.1pp |
| Employer contribution / active EE | $3,602 | $4,804-25.0% | $4,554-20.9% | $4,156-13.3% |
| Participant deferral / active EE | $5,466 | $8,216-33.5% | $7,897-30.8% | $6,407-14.7% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |