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 5-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 | $9,274 | $148,534-93.8% | $135,903-93.2% | $139,434-93.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 38.76% | 79.19%-40.4pp | 68.23%-29.5pp | 372.94%-334.2pp |
| Employer contribution / active EE | $2,089 | $5,243-60.2% | $4,856-57.0% | $4,751-56.0% |
| Participant deferral / active EE | $5,835 | $8,100-28.0% | $7,758-24.8% | $6,710-13.1% |
| Admin fee / account holder | $265 | $12,400-97.9% | $10,762-97.5% | $11,403-97.7% |