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 | $23,955 | $209,411-88.6% | $178,490-86.6% | $158,922-84.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.23% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,083 | $5,706-63.5% | $5,011-58.4% | $4,761-56.3% |
| Participant deferral / active EE | $2,340 | $5,954-60.7% | $5,202-55.0% | $5,982-60.9% |
| Admin fee / account holder | $113 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |