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 | $11,381 | $124,281-90.8% | $109,143-89.6% | $167,490-93.2% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 21.48% | 26.04%-4.6pp | 25.75%-4.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,482 | $4,207-64.8% | $3,722-60.2% | $4,837-69.4% |
| Participant deferral / active EE | $1,924 | $5,255-63.4% | $4,653-58.7% | $6,341-69.7% |
| Admin fee / account holder | $122 | $7,970-98.5% | $6,752-98.2% | $12,309-99.0% |