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 | $15,705 | $124,281-87.4% | $109,143-85.6% | $167,490-90.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.37% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $876 | $4,207-79.2% | $3,722-76.5% | $4,837-81.9% |
| Participant deferral / active EE | $5,605 | $5,255+6.7% | $4,653+20.5% | $6,341-11.6% |
| Admin fee / account holder | $209 | $7,970-97.4% | $6,752-96.9% | $12,309-98.3% |