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 | $12,316 | $228,332-94.6% | $185,823-93.4% | $158,922-92.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.04% | 40.80%-22.8pp | 35.95%-17.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $946 | $4,967-81.0% | $4,087-76.9% | $4,761-80.1% |
| Participant deferral / active EE | $3,501 | $6,415-45.4% | $5,632-37.8% | $5,982-41.5% |
| Admin fee / account holder | $77 | $11,864-99.4% | $9,500-99.2% | $11,246-99.3% |