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 | $13,977 | $201,272-93.1% | $184,203-92.4% | $145,922-90.4% |
| Participation rate | 72.2% | 87.5%-15.3pp | 86.8%-14.6pp | 80.3%-8.1pp |
| Annual return | 22.42% | 29.00%-6.6pp | 28.81%-6.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,021 | $7,022-71.2% | $6,427-68.6% | $4,660-56.6% |
| Participant deferral / active EE | $3,679 | $9,806-62.5% | $9,131-59.7% | $6,688-45.0% |
| Admin fee / account holder | $191 | $16,364-98.8% | $13,901-98.6% | $13,397-98.6% |