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 | $150,197-87.6% | $120,368-84.6% | $145,959-87.3% |
| Participation rate | 77.3% | 78.8%-1.5pp | 71.9%+5.4pp | 80.3%-3.0pp |
| Annual return | 14.15% | 154.26%-140.1pp | 107.26%-93.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,572 | $6,174-58.3% | $4,991-48.5% | $6,689-61.5% |
| Admin fee / account holder | $174 | $12,216-98.6% | $9,429-98.2% | $13,398-98.7% |