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 | $17,812 | $209,832-91.5% | $189,513-90.6% | $167,490-89.4% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 22.75% | 748.27%-725.5pp | 555.15%-532.4pp | 478.56%-455.8pp |
| Employer contribution / active EE | $2,787 | $6,914-59.7% | $6,162-54.8% | $4,837-42.4% |
| Participant deferral / active EE | $7,530 | $8,935-15.7% | $8,221-8.4% | $6,341+18.7% |
| Admin fee / account holder | $141 | $14,293-99.0% | $12,045-98.8% | $12,309-98.9% |