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 | $13,099 | $150,440-91.3% | $136,294-90.4% | $147,584-91.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.60% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,447 | $5,256-53.4% | $4,695-47.9% | $4,876-49.8% |
| Participant deferral / active EE | $2,447 | $6,630-63.1% | $6,247-60.8% | $5,439-55.0% |
| Admin fee / account holder | $207 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |