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 | $3,583 | $165,335-97.8% | $149,696-97.6% | $158,922-97.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 36.80% | 348.15%-311.4pp | 276.60%-239.8pp | 302.83%-266.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,994 | $7,181-58.3% | $6,842-56.2% | $5,982-50.0% |
| Admin fee / account holder | $247 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |