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 | $12,776 | $157,256-91.9% | $141,162-90.9% | $152,861-91.6% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 26.24% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,268 | $5,261-75.9% | $4,735-73.2% | $4,762-73.4% |
| Participant deferral / active EE | $4,074 | $7,109-42.7% | $6,709-39.3% | $5,850-30.4% |
| Admin fee / account holder | $129 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |