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 6-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 | $11,478 | $148,534-92.3% | $135,903-91.6% | $139,434-91.8% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 25.39% | 79.19%-53.8pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,994 | $5,243-62.0% | $4,856-58.9% | $4,751-58.0% |
| Participant deferral / active EE | $3,162 | $8,100-61.0% | $7,758-59.2% | $6,710-52.9% |
| Admin fee / account holder | $137 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |