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 | $17,630 | $157,256-88.8% | $141,162-87.5% | $152,861-88.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 23.72% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,435 | $5,261-72.7% | $4,735-69.7% | $4,762-69.9% |
| Participant deferral / active EE | $5,949 | $7,109-16.3% | $6,709-11.3% | $5,850+1.7% |
| Admin fee / account holder | $123 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |