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 7-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 | $19,176 | $70,587-72.8% | $124,672-84.6% | $85,850-77.7% |
| Participation rate | 74.1% | 64.4%+9.7pp | 74.6%-0.5pp | 69.3%+4.8pp |
| Annual return | 15.61% | 20688.83%-20673.2pp | 5142.93%-5127.3pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,504 | $1,913-21.4% | $3,324-54.7% | $2,565-41.4% |
| Participant deferral / active EE | $2,795 | $2,969-5.8% | $4,614-39.4% | $3,952-29.3% |
| Admin fee / account holder | $158 | $5,282-97.0% | $7,493-97.9% | $6,260-97.5% |