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 | $17,700 | $227,553-92.2% | $189,557-90.7% | $167,490-89.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.45% | 78.40%-60.0pp | 64.17%-45.7pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,169 | $5,316-78.0% | $4,412-73.5% | $4,837-75.8% |
| Participant deferral / active EE | $5,912 | $7,002-15.6% | $6,174-4.2% | $6,341-6.8% |
| Admin fee / account holder | $134 | $11,878-98.9% | $9,807-98.6% | $12,309-98.9% |