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 | $13,065 | $78,422-83.3% | $95,952-86.4% | $79,858-83.6% |
| Participation rate | 75.6% | 73.5%+2.1pp | 77.1%-1.5pp | 69.6%+5.9pp |
| Annual return | 27.63% | 19.37%+8.3pp | 91.61%-64.0pp | 31.71%-4.1pp |
| Employer contribution / active EE | $1,739 | $1,945-10.6% | $2,541-31.5% | $2,471-29.6% |
| Participant deferral / active EE | $3,637 | $3,440+5.7% | $4,167-12.7% | $3,740-2.8% |
| Admin fee / account holder | $100 | $5,622-98.2% | $6,795-98.5% | $5,306-98.1% |