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 8-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 | $11,996 | $157,256-92.4% | $141,162-91.5% | $152,861-92.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 62.83% | 64.32%-1.5pp | 71.39%-8.6pp | 345.32%-282.5pp |
| Employer contribution / active EE | $2,794 | $5,261-46.9% | $4,735-41.0% | $4,762-41.3% |
| Participant deferral / active EE | $4,087 | $7,109-42.5% | $6,709-39.1% | $5,850-30.1% |
| Admin fee / account holder | $58 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |