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 10-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 | $16,219 | $159,602-89.8% | $150,045-89.2% | $142,382-88.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.41% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,307 | $4,961-53.5% | $4,693-50.8% | $4,299-46.3% |
| Participant deferral / active EE | $8,424 | $8,310+1.4% | $7,997+5.3% | $6,507+29.5% |
| Admin fee / account holder | $68 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |