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 | $15,981 | $155,788-89.7% | $124,672-87.2% | $167,490-90.5% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 24.00% | 17.97%+6.0pp | 5142.93%-5118.9pp | 478.56%-454.6pp |
| Employer contribution / active EE | $2,287 | $4,163-45.1% | $3,324-31.2% | $4,837-52.7% |
| Participant deferral / active EE | $5,658 | $5,673-0.3% | $4,614+22.6% | $6,341-10.8% |
| Admin fee / account holder | $90 | $9,531-99.1% | $7,493-98.8% | $12,309-99.3% |