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 9-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 | $16,926 | $181,894-90.7% | $156,549-89.2% | $273,961-93.8% |
| Participation rate | 82.6% | 88.4%-5.8pp | 84.0%-1.4pp | 83.0%-0.4pp |
| Annual return | 10.90% | 30.74%-19.8pp | 32.23%-21.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,462 | $6,248-76.6% | $5,501-73.4% | $4,869-70.0% |
| Participant deferral / active EE | $5,014 | $5,550-9.7% | $4,871+2.9% | $5,287-5.2% |
| Admin fee / account holder | $297 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |