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 | $9,466 | $172,111-94.5% | $150,298-93.7% | $137,256-93.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 29.61% | 69.37%-39.8pp | 62.79%-33.2pp | 220.34%-190.7pp |
| Employer contribution / active EE | $1,159 | $4,636-75.0% | $4,154-72.1% | $4,156-72.1% |
| Participant deferral / active EE | $1,666 | $6,166-73.0% | $5,453-69.4% | $6,407-74.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |