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 | $20,575 | $228,332-91.0% | $185,823-88.9% | $158,922-87.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 23.27% | 40.80%-17.5pp | 35.95%-12.7pp | 302.83%-279.6pp |
| Employer contribution / active EE | $3,094 | $4,967-37.7% | $4,087-24.3% | $4,761-35.0% |
| Participant deferral / active EE | $6,531 | $6,415+1.8% | $5,632+16.0% | $5,982+9.2% |
| Admin fee / account holder | $72 | $11,864-99.4% | $9,500-99.2% | $11,246-99.4% |