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 | $13,529 | $197,591-93.2% | $177,821-92.4% | $158,922-91.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 34.95% | 58.76%-23.8pp | 48.32%-13.4pp | 302.83%-267.9pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,359 | $8,405-36.2% | $7,714-30.5% | $5,982-10.4% |
| Admin fee / account holder | $236 | $15,399-98.5% | $12,427-98.1% | $11,246-97.9% |