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 4-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 | $15,650 | $148,534-89.5% | $135,903-88.5% | $139,434-88.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 45.92% | 79.19%-33.3pp | 68.23%-22.3pp | 372.94%-327.0pp |
| Employer contribution / active EE | $1,316 | $5,243-74.9% | $4,856-72.9% | $4,751-72.3% |
| Participant deferral / active EE | $8,771 | $8,100+8.3% | $7,758+13.1% | $6,710+30.7% |
| Admin fee / account holder | $36 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |