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 | $13,621 | $154,117-91.2% | $129,995-89.5% | $139,434-90.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 22.18% | 32.48%-10.3pp | -137.18%+159.4pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,147 | $5,289-59.4% | $4,320-50.3% | $4,751-54.8% |
| Participant deferral / active EE | $2,735 | $6,710-59.2% | $5,820-53.0% | $6,710-59.2% |
| Admin fee / account holder | $196 | $14,007-98.6% | $10,614-98.1% | $11,403-98.3% |