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 | $18,871 | $165,335-88.6% | $149,696-87.4% | $158,922-88.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 26.73% | 348.15%-321.4pp | 276.60%-249.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $1,404 | $5,103-72.5% | $4,644-69.8% | $4,761-70.5% |
| Participant deferral / active EE | $4,136 | $7,181-42.4% | $6,842-39.5% | $5,982-30.9% |
| Admin fee / account holder | $84 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |