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 | $25,049 | $78,422-68.1% | $95,952-73.9% | $79,858-68.6% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | 141.70% | 19.37%+122.3pp | 91.61%+50.1pp | 31.71%+110.0pp |
| Employer contribution / active EE | $2,456 | $1,945+26.3% | $2,541-3.3% | $2,471-0.6% |
| Participant deferral / active EE | $5,339 | $3,440+55.2% | $4,167+28.1% | $3,740+42.8% |
| Admin fee / account holder | $295 | $5,622-94.8% | $6,795-95.7% | $5,306-94.4% |