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 | $18,576 | $150,187-87.6% | $120,354-84.6% | $145,922-87.3% |
| Participation rate | 77.3% | 78.8%-1.5pp | 71.9%+5.4pp | 80.3%-3.0pp |
| Annual return | 14.15% | 154.07%-139.9pp | 107.15%-93.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,572 | $6,173-58.3% | $4,991-48.5% | $6,688-61.5% |
| Admin fee / account holder | $174 | $12,207-98.6% | $9,423-98.2% | $13,397-98.7% |