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 9-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 | $15,303 | $157,256-90.3% | $141,162-89.2% | $152,861-90.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 34.61% | 64.32%-29.7pp | 71.39%-36.8pp | 345.32%-310.7pp |
| Employer contribution / active EE | $1,097 | $5,261-79.1% | $4,735-76.8% | $4,762-77.0% |
| Participant deferral / active EE | $4,076 | $7,109-42.7% | $6,709-39.3% | $5,850-30.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |