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 | $9,618 | $165,335-94.2% | $149,696-93.6% | $158,922-93.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 29.55% | 348.15%-318.6pp | 276.60%-247.1pp | 302.83%-273.3pp |
| Employer contribution / active EE | $1,148 | $5,103-77.5% | $4,644-75.3% | $4,761-75.9% |
| Participant deferral / active EE | $2,474 | $7,181-65.5% | $6,842-63.8% | $5,982-58.6% |
| Admin fee / account holder | $157 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |