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 | $16,136 | $112,096-85.6% | $95,952-83.2% | $158,922-89.8% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 19.98% | 171.09%-151.1pp | 91.61%-71.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $932 | $3,198-70.8% | $2,541-63.3% | $4,761-80.4% |
| Participant deferral / active EE | $2,827 | $4,784-40.9% | $4,167-32.1% | $5,982-52.7% |
| Admin fee / account holder | $119 | $10,130-98.8% | $6,795-98.3% | $11,246-98.9% |