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 | $18,190 | $217,402-91.6% | $185,823-90.2% | $167,490-89.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.35% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,236 | $5,873-79.0% | $5,167-76.1% | $4,837-74.5% |
| Participant deferral / active EE | $6,600 | $6,356+3.8% | $5,568+18.5% | $6,341+4.1% |
| Admin fee / account holder | $205 | $19,811-99.0% | $16,237-98.7% | $12,309-98.3% |