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 9-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 | $14,216 | $152,587-90.7% | $125,175-88.6% | $152,861-90.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.78% | 54.84%-30.1pp | 43.79%-19.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,625 | $4,946-26.7% | $3,865-6.2% | $4,762-23.9% |
| Participant deferral / active EE | $2,639 | $5,868-55.0% | $4,937-46.6% | $5,850-54.9% |
| Admin fee / account holder | $197 | $13,434-98.5% | $9,702-98.0% | $11,596-98.3% |