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 6-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 | $13,193 | $112,096-88.2% | $95,952-86.3% | $158,922-91.7% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 26.91% | 171.09%-144.2pp | 91.61%-64.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,599 | $3,198-50.0% | $2,541-37.1% | $4,761-66.4% |
| Participant deferral / active EE | $4,119 | $4,784-13.9% | $4,167-1.1% | $5,982-31.1% |
| Admin fee / account holder | $104 | $10,130-99.0% | $6,795-98.5% | $11,246-99.1% |