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 3-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 | $9,132 | $159,934-94.3% | $147,005-93.8% | $145,959-93.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 16.16% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,907 | $8,427-65.5% | $8,070-64.0% | $6,689-56.5% |
| Admin fee / account holder | $70 | $15,053-99.5% | $13,006-99.5% | $13,398-99.5% |