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 | $12,137 | $228,332-94.7% | $185,823-93.5% | $158,922-92.4% |
| Participation rate | 82.4% | 82.3%+0.1pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 27.22% | 40.80%-13.6pp | 35.95%-8.7pp | 302.83%-275.6pp |
| Employer contribution / active EE | $1,376 | $4,967-72.3% | $4,087-66.3% | $4,761-71.1% |
| Participant deferral / active EE | $3,141 | $6,415-51.0% | $5,632-44.2% | $5,982-47.5% |
| Admin fee / account holder | $128 | $11,864-98.9% | $9,500-98.7% | $11,246-98.9% |