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 5-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 | $16,532 | $165,984-90.0% | $164,813-90.0% | $145,922-88.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 13.96% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,243 | $5,273-76.4% | $4,341-71.4% | $4,660-73.3% |
| Participant deferral / active EE | $2,041 | $6,959-70.7% | $6,031-66.2% | $6,688-69.5% |
| Admin fee / account holder | $142 | $16,648-99.1% | $12,690-98.9% | $13,397-98.9% |