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 | $21,841 | $181,894-88.0% | $156,549-86.0% | $273,961-92.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 4.77% | 30.74%-26.0pp | 32.23%-27.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $4,494 | $6,248-28.1% | $5,501-18.3% | $4,869-7.7% |
| Participant deferral / active EE | $6,307 | $5,550+13.6% | $4,871+29.5% | $5,287+19.3% |
| Admin fee / account holder | $140 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |