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 3-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 | $7,744 | $111,754-93.1% | $103,333-92.5% | $145,922-94.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.06% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,980 | $4,212-53.0% | $3,868-48.8% | $4,660-57.5% |
| Participant deferral / active EE | $4,830 | $5,619-14.0% | $5,057-4.5% | $6,688-27.8% |
| Admin fee / account holder | $293 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |