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 | $10,272 | $165,335-93.8% | $149,696-93.1% | $158,922-93.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 41.71% | 348.15%-306.4pp | 276.60%-234.9pp | 302.83%-261.1pp |
| Employer contribution / active EE | $1,572 | $5,103-69.2% | $4,644-66.2% | $4,761-67.0% |
| Participant deferral / active EE | $3,862 | $7,181-46.2% | $6,842-43.6% | $5,982-35.4% |
| Admin fee / account holder | $26 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |