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 | $14,672 | $157,256-90.7% | $141,162-89.6% | $152,861-90.4% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 35.94% | 64.32%-28.4pp | 71.39%-35.4pp | 345.32%-309.4pp |
| Employer contribution / active EE | $2,051 | $5,261-61.0% | $4,735-56.7% | $4,762-56.9% |
| Participant deferral / active EE | $5,461 | $7,109-23.2% | $6,709-18.6% | $5,850-6.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |