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 | $10,100 | $124,281-91.9% | $109,143-90.7% | $167,490-94.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 23.00% | 26.04%-3.0pp | 25.75%-2.8pp | 478.56%-455.6pp |
| Employer contribution / active EE | $1,111 | $4,207-73.6% | $3,722-70.1% | $4,837-77.0% |
| Participant deferral / active EE | $2,191 | $5,255-58.3% | $4,653-52.9% | $6,341-65.5% |
| Admin fee / account holder | $220 | $7,970-97.2% | $6,752-96.7% | $12,309-98.2% |