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 | $14,031 | $148,534-90.6% | $135,903-89.7% | $139,434-89.9% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 17.13% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,470 | $5,243-52.9% | $4,856-49.1% | $4,751-48.0% |
| Participant deferral / active EE | $4,053 | $8,100-50.0% | $7,758-47.8% | $6,710-39.6% |
| Admin fee / account holder | $228 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |