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 9-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 | $11,179 | $150,440-92.6% | $136,294-91.8% | $147,584-92.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 16.49% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,639 | $5,256-68.8% | $4,695-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $4,103 | $6,630-38.1% | $6,247-34.3% | $5,439-24.6% |
| Admin fee / account holder | $295 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |