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 | $18,527 | $228,332-91.9% | $185,823-90.0% | $158,922-88.3% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 34.64% | 40.80%-6.2pp | 35.95%-1.3pp | 302.83%-268.2pp |
| Employer contribution / active EE | $1,450 | $4,967-70.8% | $4,087-64.5% | $4,761-69.5% |
| Participant deferral / active EE | $6,718 | $6,415+4.7% | $5,632+19.3% | $5,982+12.3% |
| Admin fee / account holder | $290 | $11,864-97.6% | $9,500-96.9% | $11,246-97.4% |