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 8-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 | $13,477 | $148,534-90.9% | $135,903-90.1% | $139,434-90.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.30% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,339 | $5,243-74.5% | $4,856-72.4% | $4,751-71.8% |
| Participant deferral / active EE | $3,393 | $8,100-58.1% | $7,758-56.3% | $6,710-49.4% |
| Admin fee / account holder | $294 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |