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 | $19,430 | $185,822-89.5% | $169,993-88.6% | $139,434-86.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 14.56% | 60.50%-45.9pp | 53.37%-38.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,460 | $7,590-67.6% | $6,785-63.7% | $4,751-48.2% |
| Participant deferral / active EE | $3,077 | $11,622-73.5% | $10,408-70.4% | $6,710-54.2% |
| Admin fee / account holder | $186 | $15,381-98.8% | $12,815-98.5% | $11,403-98.4% |