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 5-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 | $16,014 | $165,984-90.4% | $164,813-90.3% | $145,922-89.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.20% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,315 | $5,273-75.1% | $4,341-69.7% | $4,660-71.8% |
| Participant deferral / active EE | $5,074 | $6,959-27.1% | $6,031-15.9% | $6,688-24.1% |
| Admin fee / account holder | $136 | $16,648-99.2% | $12,690-98.9% | $13,397-99.0% |