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 | $21,294 | $209,411-89.8% | $178,490-88.1% | $158,922-86.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 87.14% | 188.75%-101.6pp | 151.07%-63.9pp | 302.83%-215.7pp |
| Employer contribution / active EE | $2,036 | $5,706-64.3% | $5,011-59.4% | $4,761-57.2% |
| Participant deferral / active EE | $3,607 | $5,954-39.4% | $5,202-30.7% | $5,982-39.7% |
| Admin fee / account holder | $272 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |