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 | $10,627 | $157,256-93.2% | $141,162-92.5% | $152,861-93.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 26.71% | 64.32%-37.6pp | 71.39%-44.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,573 | $5,261-51.1% | $4,735-45.7% | $4,762-46.0% |
| Participant deferral / active EE | $5,806 | $7,109-18.3% | $6,709-13.5% | $5,850-0.8% |
| Admin fee / account holder | $237 | $12,120-98.0% | $10,261-97.7% | $11,596-98.0% |