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 8-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 | $22,444 | $217,402-89.7% | $185,823-87.9% | $167,490-86.6% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 20.32% | 148.36%-128.0pp | 122.05%-101.7pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,156 | $5,873-63.3% | $5,167-58.3% | $4,837-55.4% |
| Participant deferral / active EE | $4,784 | $6,356-24.7% | $5,568-14.1% | $6,341-24.6% |
| Admin fee / account holder | $18 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |