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 9-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 | $12,516 | $197,591-93.7% | $177,821-93.0% | $158,922-92.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 23.83% | 58.76%-34.9pp | 48.32%-24.5pp | 302.83%-279.0pp |
| Employer contribution / active EE | $1,668 | $6,697-75.1% | $5,918-71.8% | $4,761-65.0% |
| Participant deferral / active EE | $4,382 | $8,405-47.9% | $7,714-43.2% | $5,982-26.8% |
| Admin fee / account holder | $39 | $15,399-99.7% | $12,427-99.7% | $11,246-99.7% |