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 | $11,740 | $124,281-90.6% | $109,143-89.2% | $167,490-93.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 16.68% | 26.04%-9.4pp | 25.75%-9.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,002 | $4,207-52.4% | $3,722-46.2% | $4,837-58.6% |
| Participant deferral / active EE | $2,503 | $5,255-52.4% | $4,653-46.2% | $6,341-60.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |