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 7-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 | $12,143 | $165,335-92.7% | $149,696-91.9% | $158,922-92.4% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 51.56% | 348.15%-296.6pp | 276.60%-225.0pp | 302.83%-251.3pp |
| Employer contribution / active EE | $2,943 | $5,103-42.3% | $4,644-36.6% | $4,761-38.2% |
| Participant deferral / active EE | $5,088 | $7,181-29.2% | $6,842-25.6% | $5,982-14.9% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |