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 | $13,893 | $176,056-92.1% | $159,436-91.3% | $167,490-91.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.44% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,011 | $5,297-80.9% | $4,829-79.1% | $4,837-79.1% |
| Participant deferral / active EE | $4,476 | $7,750-42.2% | $7,352-39.1% | $6,341-29.4% |
| Admin fee / account holder | $97 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |