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 6-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 | $24,844 | $78,422-68.3% | $95,952-74.1% | $79,858-68.9% |
| Participation rate | 78.9% | 73.5%+5.5pp | 77.1%+1.9pp | 69.6%+9.3pp |
| Annual return | 159.30% | 19.37%+139.9pp | 91.61%+67.7pp | 31.71%+127.6pp |
| Employer contribution / active EE | $2,018 | $1,945+3.7% | $2,541-20.6% | $2,471-18.3% |
| Participant deferral / active EE | $9,029 | $3,440+162.5% | $4,167+116.7% | $3,740+141.4% |
| Admin fee / account holder | $229 | $5,622-95.9% | $6,795-96.6% | $5,306-95.7% |