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 | $10,545 | $162,781-93.5% | $133,956-92.1% | $158,922-93.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 24.73% | 41.94%-17.2pp | 45.09%-20.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,141 | $4,975-77.1% | $3,919-70.9% | $4,761-76.0% |
| Participant deferral / active EE | $2,042 | $5,911-65.4% | $5,048-59.5% | $5,982-65.9% |
| Admin fee / account holder | $83 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |