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 | $14,626 | $228,332-93.6% | $185,823-92.1% | $158,922-90.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.65% | 40.80%-23.2pp | 35.95%-18.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,173 | $4,967-76.4% | $4,087-71.3% | $4,761-75.4% |
| Participant deferral / active EE | $4,833 | $6,415-24.7% | $5,632-14.2% | $5,982-19.2% |
| Admin fee / account holder | $83 | $11,864-99.3% | $9,500-99.1% | $11,246-99.3% |