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 | $17,660 | $112,096-84.2% | $95,952-81.6% | $158,922-88.9% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 18.30% | 171.09%-152.8pp | 91.61%-73.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,129 | $3,198-33.4% | $2,541-16.2% | $4,761-55.3% |
| Participant deferral / active EE | $2,565 | $4,784-46.4% | $4,167-38.4% | $5,982-57.1% |
| Admin fee / account holder | $19 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |