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 8-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 | $25,853 | $209,411-87.7% | $178,490-85.5% | $158,922-83.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 15.73% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,854 | $5,706-50.0% | $5,011-43.0% | $4,761-40.1% |
| Participant deferral / active EE | $3,580 | $5,954-39.9% | $5,202-31.2% | $5,982-40.2% |
| Admin fee / account holder | $57 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |