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 | $14,238 | $176,056-91.9% | $159,436-91.1% | $167,490-91.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.85% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,393 | $5,297-73.7% | $4,829-71.2% | $4,837-71.2% |
| Participant deferral / active EE | $3,394 | $7,750-56.2% | $7,352-53.8% | $6,341-46.5% |
| Admin fee / account holder | $222 | $12,554-98.2% | $10,799-97.9% | $12,309-98.2% |