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 | $14,113 | $118,680-88.1% | $98,907-85.7% | $158,922-91.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 26.27% | 372.35%-346.1pp | 196.43%-170.2pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,121 | $3,333-66.4% | $2,689-58.3% | $4,761-76.5% |
| Participant deferral / active EE | $1,867 | $5,088-63.3% | $4,244-56.0% | $5,982-68.8% |
| Admin fee / account holder | $104 | $10,131-99.0% | $6,642-98.4% | $11,246-99.1% |